Michael
Drummond
Invest Capital Partners
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About this Advisor
Michael Drummond is a financial advisor based in Columbus, Ohio, working with Invest Capital Partners. Michael has previously held positions at Raymond James & Associates, Inc, Kinross Search Partners, Inc, and Invest Capital Partners. Michael has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Michael is part of Invest Capital Partners, which operates out of Columbus, Ohio. The firm has 4 offices and 7 employees. The firm manages assets totaling $144.5 million and 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, portfolio management for institutional clients, and educational seminars. The fee structure at Invest Capital Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Invest Capital Partners Brokerage Details
$144,477,332
7
872
$165,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Michael Drummond Work History
Invest Capital Partners
Raymond James & Associates, Inc
Kinross Search Partners, Inc
Disclosures
Please visit the SEC profile of Michael Drummond 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 Invest Capital Partners
Springboro, OH
Springboro, OH
Granville, OH
Columbus, OH
Springboro, OH
Springboro, OH
Springboro, OH
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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