Advisor at Bollinger Wealth Management LLC
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Firm
Bollinger Wealth Management LLC
Location
Plano, TX
Credentials
CFP®, Series 65
Industry experience
8 years
Michael Bollinger is a CFP® with eight years of industry experience and is the sole advisor at Bollinger Wealth Management LLC in Plano, TX. He has worked at IHS Markit and has led his current firm since 2018. Bollinger Wealth Management provides portfolio management, financial planning, and personal tax return preparation services to individual and high-net-worth clients. The firm combines fundamental, quantitative, and technical analysis methods, managing all assets in-house with a range of strategies including options, margin, short sales, private placements, and venture capital.
Based on Bollinger Wealth Management LLC
$0 - $500,000: 0.45% $500,000 - $1,000,000: 0.40% $1,000,000 - $2,000,000: 0.35% $2,000,000+: 0.30%
Plano, TX
Texas
Bollinger Wealth Management LLC
2018 - Present (8 years)
Unemployed
2017 - 2018 (1 year)
IHS Markit
2017 - 2017 (1 year)
IHS Markit
2016 - 2016 (1 year)
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Other specialized services
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Series 63, Series 66
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