Advisor at CochranMickels Retirement Specialists, LLC
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Firm
CochranMickels Retirement Specialists, LLC
Location
Huntsville, AL 35816
Credentials
Series 63, Series 65
Industry experience
11 years
Mike Mickels is a financial advisor with CochranMickels Retirement Specialists, LLC in Huntsville, Alabama, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Principal Life Insurance Company. Outside of his advisory role, he operates as an independent licensed insurance agent. CochranMickels Retirement Specialists is a two-advisor firm serving individuals and high-net-worth clients with discretionary and non-discretionary asset management, as well as financial planning and consulting. The firm utilizes fundamental analysis and Modern Portfolio Theory to create customized asset allocations and long-term strategies, incorporating periodic rebalancing and tax-loss harvesting in quarterly reviews.
Based on CochranMickels Retirement Specialists, LLC
Based on CochranMickels Retirement Specialists, LLC
Full financial plans charged a flat fee between $2,500 and $5,000.
$0 - $50,000: 1.45% $50,000.01 - $100,000: 1.40% $100,000.01 - $250,000: 1.35% $250,000.01 - $500,000: 1.30% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.80% $5,000,000.01 - $10,000,000: 0.60% $10,000,000.01+: 0.50%
$300 per hour for financial consultation services.
4801 University Square Drive,, Suite 26
Huntsville, AL 35816
Alabama · Florida · Texas
CochranMickels Retirement Specialists, LLC
2023 - Present (3 years)
CochranMickels Retirement Specialists LLC
2022 - Present (4 years)
Cambridge Investment Research Advisors, Inc.
2016 - 2023 (7 years)
Cambridge Investment Research, Inc.
2016 - 2023 (7 years)
Independent insurance agent
2012 - Present (14 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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