Michael Kresh
Michael Kresh is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Islandia, NY, with 41 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
1377 Motor Parkway, Suite 205, Islandia, NY, 11749
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Regulatory 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 owns Creative Wealth Management, LLC, established in 2020 to facilitate securities, advisory, and insurance business, spending minimal time on it. He also sells fixed insurance products, dedicating minimal time to this activity. Additionally, Michael is the author of 'You Can Afford To Retire' since 2007, spending no time during business hours on this.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Exeter Securities CorporationBroker
Cardell & Associates, IncorporatedBroker
Travelers Equities Sales, INC.Broker
State Registrations5 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
More Advisors
- Daniel Kresh, CFPCommonwealth Financial Network
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