Michael
Drummond
Invest Capital Partners
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About this Advisor
Michael Drummond is a financial advisor based in Columbus, Ohio with a total of 3 years of relevant experience. Drummond currently works for Invest Capital Partners. Their career trajectory has included roles at Raymond James & Associates, Inc, Kinross Search Partners, Inc and Invest Capital Partners. Drummond holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio. Invest Capital Partners is a financial advisory business that has its headquarters in Springboro, OH. The investment advisory business has offices in four locations and a total of seven advisors. It oversees $130 million in assets among its 821 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 821 accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in assets. Invest Capital Partners offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors vary depending on which services are provided. Fees billed by Invest Capital Partners likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Invest Capital Partners Brokerage Details
$130,233,012
7
821
$158,627
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
Michael has been registered as a financial advisor for 3 years.*
Invest Capital Partners
Raymond James & Associates, Inc
Kinross Search Partners, 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 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
Granville, OH
Springboro, OH
Columbus, OH
Springboro, OH
Springboro, OH
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