Michael
Schellinger
William Joseph Capital Management,LLC
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About this Advisor
Michael Schellinger is a financial advisor based out of Bristol, Connecticut with a total of 5 years of industry experience. Schellinger is an employee of William Joseph Capital Management,LLC. The advisor has gained experience at William Joseph Capital Management LLC, Synergy Annuity Marketing Lp, Synergy Independent Financial Solutions, Lp and Synfinsol, LLC. Schellinger has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Texas. William Joseph Capital Management,LLC is a financial advisory business that has its headquarters in Bristol, CT. It has offices in 14 locations and a total of 16 employees. It oversees $201 million in assets across its 1,393 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,393 client accounts, just 13% are held by high-net-worth individuals who have greater than $1 million in investable assets. William Joseph Capital Management,LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fee types billed by William Joseph Capital Management,LLC likely are comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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William Joseph Capital Management,LLC Brokerage Details
$201,251,887
16
1,393
$144,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Schellinger Work History
Michael has been registered as a financial advisor for 5 years.*
William Joseph Capital Management LLC
Synergy Independent Financial Solutions, Lp
Synfinsol, LLC
Synergy Annuity Marketing Lp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Schellinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at William Joseph Capital Management,LLC
Lilburn, GA
Bristol, CT
Newport, RI
Bristol, CT
Bristol, CT
Bristol, CT
Bristol, CT
Hampstead, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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