Advisor at IntelliVest Wealth Management
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.
Firm
IntelliVest Wealth Management
Location
Boiling Springs, SC 29316
Credentials
Series 66
Industry experience
11 years
Michael Dickey is a Series 66-credentialed financial advisor with 11 years of industry experience. He currently works at Intellivest Wealth Management Corporation and previously held roles at Capital Investment Group Inc and Edward Jones. Outside of his advisory role, he operates a real estate appraisal business providing single-family home valuations in the Boiling Springs, SC area. Intellivest Wealth Management Corporation offers comprehensive financial planning, investment management, and qualified plan consulting to a diverse client base including individuals, families, trusts, and businesses. The firm employs a proprietary strategic asset-allocation approach integrating various analytical methods and includes digital estate-planning services as part of its offering.
Based on IntelliVest Wealth Management
Based on IntelliVest Wealth Management
$0 - $1,000,000: 1.35% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001+: Negotiated
3082 Old Furnace Road
Boiling Springs, SC 29316
Georgia · Indiana · North Carolina · South Carolina · Texas
Capital Investment Group Inc
2020 - 2021 (1 year)
Intellivest Wealth Management Corporation
2020 - Present (6 years)
Edward Jones
2014 - 2020 (6 years)
ACE Mortgage & Appraisal Corp
1998 - Present (28 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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