Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $250 to $5,000, depending on the complexity of the plan and are negotiable. Tax preparation fees range from $100 to $2,000 and are also negotiable. Asset management fees range from 0.50% to 2.00% and are separate from any fees payable to other managers, including Camelot Portfolios LLC. Fees are negotiable and family billing is available.
Areas of Practice
Advisor Information
Office location
1700 Woodlands Drive, Suite 100, Maumee, OH, 43537
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a registered investment advisor with Munn Wealth Management LLC, dedicating full-time hours to this role. He also engages in fixed insurance business, earning commissions and dedicating a few hours per week.