Michael James Barranco
Advisor at Invista Advisors — Montgomery, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66, Series 65
Experience Industry experience
19 years
Location
Montgomery, AL 36117
Invista Advisors
Team
Total advisors
8Clients per advisor
80 HighAvg AUM per client
$419,667 Very LowHNW client ratio
35% TypicalMichael Barranco is a financial advisor at Invista Advisors with 19 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Waverly Advisors, LLC and McDonald & Hagen Wealth Management. Barranco is also the owner of MB Consulting, which provides accounting-related services, and serves as a board member for both the Wind Drift Homeowners Association and Wynlakes Golf & Country Club. Invista Advisors offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm provides fee-based portfolio management through LPL Financial and uses a mix of fundamental, technical, cyclical, and charting analysis to tailor portfolios to client goals and risk tolerance.
Based on Invista Advisors
Based on Invista Advisors
$0 - $500,000: Up to 2.00% $500,001 - $1,000,000: Up to 1.75% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00%
Commissions charged by LPL Financial for brokerage accounts and insurance commissions from insurance products
Hourly consulting fees generally range from $200 to $400 per hour, may exceed $400
Account minimum: $15,000 Fee-only: Financial Planning: $500 to $5,000 fixed fee; Hourly Consulting: $200 to $400 per hour
Montgomery, AL
350 Leavell Circle
Montgomery AL 36117
Advisors at this office
8
Alabama
19 years of industry experience
Waverly Advisors, LLC
2026 - Present • 1 year
Birmingham, AL
McDonald & Hagen Wealth Management
2018 - Present • 8 years
Montgomery, AL
MB Consulting
2016 - Present • 10 years
Montgomery, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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