MF
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
1,479 clients
Average Client Portfolio
$391K average
Assets Under Management
$578.7M
Fee Structure
Minimum Investment:$25K
Financial Plan Fee:From $500
Hourly Rate:$150 - $250/hr
Investment management fees range up to 2.05% annually, depending on account size and complexity. Sub-advisor fees can be up to 1.05%. A technology fee of up to $150/year may be charged. Financial planning is billed hourly at $150-$250/hour, with a minimum charge of $500. Referral advisor fees may range up to 2.65%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Carol Stream, IL
Get directionsRegulatory History
Clean regulatory record
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 farm landlord since 2013. He is also an independent insurance agent selling non-variable insurance since 2007.
Employment History
Current Registrations
Rda Financial Network
May 2008 - Present · 17 yrs 8 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner Broker
July 2016 - December 2021 · 5 yrs 5 mos
Stonefield Investment Advisory, INC.
July 2007 - July 2008 · 1 yr
Cambridge Investment Research, INC.Broker
March 2007 - July 2016 · 9 yrs 4 mos
Metlife Investors Distribution CompanyBroker
December 2004 - March 2007 · 2 yrs 3 mos
Metlife Investors Distribution CompanyBroker
June 2003 - December 2004 · 1 yr 6 mos
New England Securities Corporation
March 1998 - March 2007 · 9 yrs
New England SecuritiesBroker
March 1976 - March 2007 · 31 yrs
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.