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Michael Muslin

38 Years of Experience
Pittsburgh, PA
1 DisclosureBrokerSells Insurance

Michael Muslin is a registered investment advisor at Ameritas Advisory Services, LLC, based in Pittsburgh, PA, with 38 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, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:None

Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:

  • Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
  • Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
  • Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
  • Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
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Location

Foster Plaza Bldg #11, 790 Holiday Drive -1st Floor, Pittsburgh, PA, 15220

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History

Regulatory History (1)
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Customer Dispute
January 2002
Settled
Other Business ActivitiesSells Insurance

Michael is a licensed independent insurance agent selling fixed insurance products through Western PA Financial Center DBA Ameritas Financial Services of WPA, dedicating about 10-20% of his time. He is also a partner in The Advisors Group of Pittsburgh, an LLP for cost sharing and payroll, spending minimal time on this activity.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 8 mos
Ameritas Investment Company, LLCBroker
October 2003 - Present · 22 yrs 9 mos
Previous Registrations
Ameritas Advisory Services
September 2004 - November 2021 · 17 yrs 2 mos
The Advisors Group, INC.
April 2002 - September 2004 · 2 yrs 5 mos
The Advisors Group, INC.Broker
January 1988 - October 2003 · 15 yrs 9 mos
State Registrations28 states
ALAZCACOCTDCDEFLGAILINKYMAMDMIMNNCNJNMNVNYOHPASCTXVAWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.