A complete list of active advisors currently associated with Rich Michaels Investments, LLC

Warmer can help you find a great advisor at Rich Michaels Investments, LLC or one who fits your needs even better.

The firm provides investment management primarily to individual and high‑net‑worth clients, overseeing roughly $9.3 million across about 41 client accounts. Services emphasize portfolio construction, asset allocation, monitoring and ongoing recommendations, and the firm does not maintain custody of client assets. Advice is delivered on a non‑discretionary basis: the firm develops portfolio designs and reallocations but implements transactions only with client approval. The investment process uses computer models alongside fundamental and technical analysis and modern portfolio theory to place clients into one of six targeted model portfolios, with periodic rebalancing and reviews as agreed with clients. Noteworthy aspects disclosed in the brochure include an insurance affiliation: the adviser is a licensed insurance producer offering fixed, life/health and long‑term care products through Crump‑Time Life, Inc., an activity the firm estimates uses under 10% of the representative’s time and may generate commission income (with disclosure and a stated policy that insurance purchases are not required to receive advisory services). The firm’s predominant use of non‑discretionary management is also atypical among independent peers, and the brochure notes it does not accept performance‑based fees, does not sponsor wrap programs, and does not vote client proxies.

To learn more about the advisors currently working at Rich Michaels Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.