Donald Michael
Advisor at IMC Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at IMC Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Columbus, IN 47201
Credentials
Series 65
Industry experience
23 years
Donald Michael is a financial advisor at IMC Advisors, LLC in Columbus, Indiana, holding a Series 65 designation with 23 years of industry experience. He has been with IMC Advisors since 2002. He is also an officer of Irwin Management Company, Inc., an inactive family office affiliated with the Miller family since 1977. IMC Advisors, LLC provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm manages approximately $510 million across about 108 client accounts, employing a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis combined with asset allocation and due diligence on third-party managers.
Based on IMC Advisors, LLC
Financial Planning fixed fees typically ranging from $8,000 to $30,000; Investment Supervisory Services fixed fees negotiated, typically from $5,000 to over $50,000 annually
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%
Financial Planning fees charged hourly at $200 to $400 per hour
Minimum fee: Fixed fees typically range from $5,000 to in excess of $50,000 annually for Investment Supervisory Services Fee-only: Financial Planning fees charged hourly at $200 to $400 per hour or fixed fee typically ranging from $8,000 to $30,000
540 Plaza Drive, Suite L
Columbus, IN 47201
Indiana
IMC Advisors, LLC
2002 - Present (24 years)
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