Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Investment Management Program fees are based on the value of assets in the account and range from 0.50% to 2.75%. The advisor and client will agree on an annual fee that falls within the range associated with the billable value on their account. Fees are paid in advance and deducted directly from client accounts. Financial planning fees include a fixed fee of up to $5,000, an hourly fee of up to $200 per hour, or quarterly fees of up to $2,500 per quarter. A deposit of up to $500 may be required for financial planning services. A minimum fee of $100 is charged for Financial Planning Services. The recommended minimum investment amount for establishing and maintaining an Investment Management Program account with TFS is $25,000.
Areas of Practice
Advisor Information
Office location
11104 John Galt Blvd., Omaha, NE, 68137-2307
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 Activities
Michael is a public speaker for non-profit organizations, a fitness consultant/trainer, and a board member for a non-profit. These activities take minimal time, about 10-20% of his time, and minimal time respectively.