Michael Toth
Michael Toth is a registered investment advisor at UBS Financial Services INC., based in Muskegon, MI, with 37 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
945 West Norton Ave., Muskegon, MI, 49441-4175
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2011Other Business Activities
Michael is a board member for Dexter Research Center, Inc. and Midwest Microdevices, Inc., dedicating minimal time to each. He is also a board member for West Michigan Horticultural Society, attending four meetings per year.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Hartford Equity Sales Company INC.Broker
Sunamerica Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations24 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.
Exams
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