Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Our maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. Financial planning fees range from $1,500 to $15,000, billed 100% upon delivery of the plan. If you terminate the financial planning agreement, unearned fees will be refunded based on an hourly rate of $350.00. Retirement plan advisory fees do not exceed 1.25% annually.
Areas of Practice
Advisor Information
Office location
10 N. Lake St., Suite 107, Grayslake, IL, 60030
Get directionsRegulatory History (7)
Regulatory
November 2009Regulatory
October 2008Regulatory
August 2002Regulatory
January 2002Customer Dispute
July 2001Customer Dispute
September 2000Customer Dispute
August 2000Other Business ActivitiesSells Insurance
Michael is the president of MLN Retirement Planning & Tax Planning, Inc., an affiliate of Michael Niemczyk Associates, providing insurance, wealth, and tax planning services. He is also a licensed insurance agent selling various insurance products and dedicates a few hours per week to financial education as a member/educator for the Society of Financial Awareness (SOFA).