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Shields John Michael (Orchid)


Shields John Michael is an adviser based in Orchid. It manages $35.1 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Maine, New Jersey, and Texas.

Shields John Michael provides financial planning services, portfolio management for individuals and small businesses, and income tax preparation. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Shields John Michael: assets under management

The assets under management (AUM) of Shields John Michael is $35.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $369.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shields John Michael for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Orchid

The principal office where Shields John Michael performs its advisory services is located at 508 White Pelican Circle, Orchid, FL 32963, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 772-581-1270 or by fax 772-581-1272. The normal business hours are 9am-5pm on Monday - Friday.


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