Advisor at Roosevelt Advisors LLC
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Firm
Roosevelt Advisors LLC
Location
Edinburg, TX
Credentials
Series 66
Industry experience
18 years
Michael Haralson is a financial advisor with Roosevelt Advisors LLC in Edinburg, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Roosevelt Advisors since 2012 and is also president and owner of Article II Industries, an outdoor sporting goods company. Haralson offers fixed annuity and life insurance products through an affiliated insurance practice. Roosevelt Advisors provides portfolio management and financial planning services primarily to individual clients and business development companies. The firm offers tailored investment strategies, manages accounts directly, and may recommend third-party managers, while also conducting educational seminars and workshops.
Based on Roosevelt Advisors LLC
Based on Roosevelt Advisors LLC
$0 - $1,000,000: 1.00% annually (direct asset management) $1,000,001 - $2,000,000: Negotiable (direct asset management) $0 - $1,000,000: 1.00% (Gradient Investments Strategic & Tactical Portfolios; Roosevelt portion) $1,000,001 - $2,000,000: 0.85% (Gradient Investments Strategic & Tactical Portfolios; Roosevelt portion) $2,000,001 - $3,000,000: 0.60% (Gradient Investments Strategic & Tactical Portfolios; Roosevelt portion) $3,000,001+: 0.50% (Gradient Investments Strategic & Tactical Portfolios; Roosevelt portion) $0 - $1,000,000: 1.00% (Gradient Investments Allocation Portfolios; Roosevelt portion) $1,000,001 - $2,000,000: 0.75% (Gradient Investments Allocation Portfolios; Roosevelt portion) $2,000,001 - $3,000,000: 0.50% (Gradient Investments Allocation Portfolios; Roosevelt portion) $3,000,001+: 0.40% (Gradient Investments Allocation Portfolios; Roosevelt portion) $0+: 0.60% (Gradient Investments Preservation Portfolios; Roosevelt portion) $0+: 0.30% (Gradient Investments Client Directed Accounts; Roosevelt portion)
Minimum fee: Minimum quarterly fee of $25 for Client Directed Accounts (not available to Washington residents) Fee-only: Advisory fees based on assets under management, billed quarterly in arrears; negotiable fees
Edinburg, TX
Oregon · Texas · Washington
Roosevelt Advisors LLC
2018 - Present (8 years)
Roosevelt Advisors LLC
2016 - Present (10 years)
Article II Industries
2015 - Present (11 years)
Investment Advisors
2012 - 2018 (6 years)
ProEquities, Inc
2012 - 2018 (6 years)
Bankers life & Casualty, Inc.
2012 - 2016 (4 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.
Series 65
Edinburg, TX
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Normaltown Financial LLC
Series 63, Series 65
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Walter J. Reyna, Inc.
Series 66
Edinburg, TX
Roosevelt Advisors LLC
Series 65
Mcallen, TX
Idylian Capital
Series 65
Mcallen, TX
Idylian Capital
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