Michael Steinhardt
Michael Steinhardt is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Baltimore, MD, with 38 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 Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
1777 Reisterstown Road, #285, Baltimore, MD, 21208
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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 is an insurance agent selling life, disability, health, and long-term care insurance since 1986, dedicating about 10-20% of his time to this. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC, and the Owner and President of Clear Path Advisory, spending more than full-time hours running the firm and providing advisory duties, and an author dedicating minimal time to writing a book.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
Berkshire Equity Sales, INC.Broker
State Registrations28 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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