Stephen
Michael
Marietta Wealth Management, LLC
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About this Advisor
Stephen Michael is a financial advisor based in Marietta, Georgia, working with Marietta Wealth Management, LLC. Stephen has previously held positions at G.W. Henssler & Associates, Henssler Asset Management, LLC, and Marietta Wealth Management, LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Stephen is part of Marietta Wealth Management, LLC, which operates out of Marietta, Georgia. The firm has 11 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Marietta Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Marietta Wealth Management, LLC Brokerage Details
$1,147,123,280
11
1,298
$883,762
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Stephen Michael Work History
Marietta Wealth Management, LLC
G.W. Henssler & Associates
Henssler Asset Management, LLC
Disclosures
Please visit the SEC profile of Stephen Michael 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 Marietta Wealth Management, LLC
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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