Michael
Mccarthy
Financial Consulate
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About this Advisor
Michael Mccarthy is a certified financial planner based out of Hunt Valley, Maryland, with 7 years of industry experience. Mccarthy works at Financial Consulate. They have spent their whole career at Financial Consulate. Mccarthy is able to advise clients in Colorado, Florida, Maryland and Pennsylvania. Financial Consulate is an advisory business that has its headquarters in Hunt Valley, MD. It has offices in two locations and a total of 23 advisors. It administers $590 million in total assets between its 3,053 accounts, placing it among the bigger firms in the country by assets under management. Of its 3,053 customer accounts, 20% belong to high-net-worth clients who have greater than $1 million in investable assets. The business provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely vary depending on the type of financial services provided. However, fees charged by Financial Consulate most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Consulate Brokerage Details
$589,981,611
23
3,053
$193,247
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Michael Mccarthy Work History
Michael has been registered as a financial advisor for 7 years.*
The Financial Consulate 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 Mccarthy 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 Financial Consulate
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
