Advisor at Neville Wealth Management
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Firm
Neville Wealth Management
Location
Frankfort, MI
Credentials
Series 65
Industry experience
4 years
Michael Mc Carthy is a financial advisor with Neville Wealth Management in Frankfort, MI, holding a Series 65 designation and four years of industry experience. He previously worked at Raymond James Financial Services and Bank of Ann Arbor. Mc Carthy is also co-founder and CEO of momo financial, Inc., a firm that assists employees in maximizing their employee stock purchase plan benefits. Neville Wealth Management manages approximately $17.2 million across a small client base, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individuals, institutions, and various business entities using a rules-based investment process that incorporates strategic asset allocation and regular account reviews. It works explicitly with institutional and pension clients, including trustee consultation and pension consulting.
Based on Neville Wealth Management
Based on Neville Wealth Management
Fixed-fee arrangements available on an individual case basis
$0 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $25,000,000: 0.20% $25,000,001+: 0.10%
Account minimum: $500,000 Minimum fee: Minimum annual fee of $4,000
Frankfort, MI
Michigan
Neville Wealth Management
2021 - Present (5 years)
momo financial, Inc.
2019 - Present (7 years)
Bank of Ann Arbor
2018 - 2021 (3 years)
Raymond James Financial Services, inc.
2018 - 2018 (1 year)
Raymond James Financial Services, inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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 63, Series 65
Frankfort, MI
LPL Financial
Series 66
Benzonia, MI
Edward Jones
Series 66
Beulah, MI
Raymond James Financial
Series 63, Series 65, Series 66
Empire, MI
Ameriprise
Series 63, Series 65
Arcadia, MI
Raymond James Financial
Series 66
Benzonia, MI
Edward Jones
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