Michael
Defrees
49 Financial
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About this Advisor
Michael Defrees is a financial advisor based in Austin, Texas, working with 49 Financial. Michael has previously held positions at 49 Wealth Management and The Park Community Church. Michael has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Michael is part of 49 Financial, which operates out of Austin, Texas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$566,217,984
103
3,364
$168,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Defrees Work History
49 Wealth Management
The Park Community Church
Disclosures
Please visit the SEC profile of Michael Defrees 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 49 Financial
Austin, TX
Austin, TX
Jacksonville Beach, FL
Prosper, TX
Austin, TX
Austin, TX
Austin, TX
Atlanta, 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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