Michael Wytiaz
Michael Wytiaz is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Orlando, FL, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
4848 S Apopka Vineland Rd., Suite 204, Orlando, FL, 32819
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 1997Other Business ActivitiesSells Insurance
Michael receives trailing commissions from Jackson National Life Insurance Co. for past sales of life insurance and annuities, and trail commissions from Crump for LTC trailers. He is also the president and 100% owner of Mickey PM INC, a real estate management company, a managing member of BIG HAMMER OF FLORIDA, LLC, and president of Stanle Corp, which manages expenses related to the Schwab Franchise.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Touchstone Securities, INC.Broker
Nationwide Investment Services CorporationBroker
Lincoln Financial Distributors, INC.Broker
Delaware Distributors, L.P.Broker
Nationwide Investment Services CorporationBroker
CUNA Brokerage Services, INC.Broker
Mutual Service CorporationBroker
The Advisors Group, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Calvert Securities CorporationBroker
Mony Securities CORP.Broker
State Registrations49 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.