Michael Laderer
Michael Laderer is a registered investment advisor at Henley & Company Wealth Management LLC, based in Uniondale, NY, with 40 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 118 clients with $96M 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 $200K | 2.00% |
| $200K - $500K | 1.75% |
| $500K+ | 1.25% |
The above wrap-fee includes all advisory and brokerage costs (including transaction costs), quarterly performance reports, and third party custodial fees. Certain clients may have different fees than those stated above. Depending on the relationship, certain clients may pay ticket charges imposed by Pershing, LLC, the account custodian, for transactions in accounts while ticket charges are not imposed on other clients.
Fee Estimator
Location
506 Rxr Plaza, Uniondale, NY, 11556
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2022Customer Dispute
December 2021Customer Dispute
October 2021Other Business Activities
Michael is an investment adviser and supervisor with Henley & Company Wealth Management, an affiliated RIA. No other business activities are listed in this excerpt.
Employment History
Current Registrations
Henley & Company Wealth Management LLC
Henley & Company LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Philips, Appel & Walden, INC.Broker
Denton & Company, IncorporatedBroker
Donald & CO. Securities INC.Broker
State Registrations40 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.