Michael Koly
Michael Koly is a registered investment advisor at Integrated Wealth Management, INC., based in Uniontown, OH, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 475 clients with $190M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Annual fee is negotiable.
Fee Estimator
Location
1790 Town Park Blvd., Suite K, Uniontown, OH, 44685
Get directionsHistory
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 sells life, health, disability, long-term care, fixed and indexed annuities through Integrated Planning Company, dedicating a few hours per week. He also works with Integrated Wealth Management as an IAR and owns Koly Financial Group, dedicating nearly full-time hours to the business.
Employment History
Current Registrations
Integrated Wealth Management, INC.
State Registrations1 state
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.