Michael
Featherman
Envestnet Pmc
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About this Advisor
Michael Featherman is a chartered financial analyst operating in Chicago, Illinois who has 16 years of relevant experience. Featherman is currently employed by Envestnet Pmc. Over the course of their career, Featherman has held roles at Envestnet Asset Management, Inc and Portfolio Brokerage Services, Inc. Featherman has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado and Illinois. Envestnet Pmc is a financial advisory company headquartered in Chicago, IL. The investment advisory business has offices in two locations and a total of 479 employees. It has $347 billion in total assets across its 1,713,518 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 3,253 charities and foundations. Of its 1,713,518 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Envestnet Pmc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial advisory fee schedules depend on which services the firm provides the client. However, fee types billed by Envestnet Pmc most likely are comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Envestnet Pmc Brokerage Details
$346,833,814,021
479
1,713,518
$202,410
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Michael Featherman Work History
Michael has been registered as a financial advisor for 16 years.*
Envestnet Asset Management, Inc
Portfolio Brokerage Services, Inc
*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 Featherman 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 Envestnet Pmc
Chicago, IL
Berwyn, PA
Chicago, IL
Chicago, IL
Chicago, IL
Berwyn, PA
Chicago, IL
Newington, CT
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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