Advisor at Invista Advisors
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Firm
Invista Advisors
Location
Montgomery, AL 36117
Credentials
Series 65, Series 66
Industry experience
18 years
Michael Barranco is a financial advisor with Invista Advisors in Montgomery, Alabama, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked at McDonald & Hagen Wealth Management since 2018 and owns MB Consulting, an accounting-related services firm. Barranco serves as a board member for two community organizations, Wind Drift HOA and Wynlakes Golf & Country Club. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm customizes portfolios and plans based on client objectives and risk tolerance, managing approximately $580 million in assets with a notable emphasis on non-discretionary advisory services.
Based on Invista Advisors
Based on Invista Advisors
$0 - $500,000: Up to 2.00% $500,001 - $1,000,000: Up to 1.75% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00%
Commissions charged by LPL Financial for brokerage accounts and insurance commissions from insurance products
Hourly consulting fees generally range from $200 to $400 per hour, may exceed $400
Account minimum: $15,000 Fee-only: Financial Planning: $500 to $5,000 fixed fee; Hourly Consulting: $200 to $400 per hour
350 Leavell Circle
Montgomery, AL 36117
Alabama
McDonald & Hagen Wealth Management
2018 - Present (8 years)
MB Consulting
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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