Michael W. Lassiter CLU ChFC Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers advisory services to individuals, high-net-worth clients, and business entities, primarily by recommending unaffiliated third-party investment advisers and providing financial planning. It does not directly manage client assets or sponsor a wrap program; investment management and custody are provided by the recommended third-party advisers.
The firm uses client interviews and questionnaires to develop individualized asset-allocation recommendations and written financial plans, and it charges hourly fees for financial planning engagements. When appropriate it places clients into co-adviser arrangements with third-party advisers—who handle portfolio management, trading, best execution, and reporting—while the firm monitors those relationships and typically meets with clients at least annually.
Notable differences from many peers include the principal’s concurrent role as a licensed insurance producer for life, long-term care, disability, annuities and employee benefits (the brochure discloses insurance commissions and states the principal spends substantial time on that activity), and the firm’s explicit focus on selecting and reviewing other advisers. The combination of acting chiefly as a selector/monitor of third-party managers and offering hourly planning, rather than directly managing client portfolios, is atypical for firms in the investment-manager category.
Client services
Expertise
Fee options
$150 per hour for financial planning; negotiable
Account minimum: $50,000 Fee-only: $150 per hour for financial planning; fee is negotiable based on type and amount of research
Main office
Covington GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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