MM
CFA
MM
CFA

Michael Maciolek

17 Years of Experience
Denver, CO
Broker

Michael Maciolek is a CFA-designated registered investment advisor at Mainline West Fund Manager LLC, based in Denver, CO, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 120 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
120 clients
Average Client Portfolio
$14.0M average
Assets Under Management
$1.7B

Fee Structure

Investment management only (planning not offered)

MainLine West Fund Manager manages investments for separately managed accounts and private pooled investment vehicles.

For separately managed accounts, fees are calculated as a percentage of the value of your portfolio. Fees are deducted semi-annually. The specific fee schedule is determined by the Investment Management Agreement.

For private pooled investment vehicles, Class B investors are charged 1.00% per year and Class A investors are charged 0.75% per year. The fee is based on the greater of the investor’s capital commitment or net capital contributions to the Fund. MainLine West may waive or reduce the fee for certain investors.

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Location

2237 W. 30th Avenue, Denver, CO, 80211

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is a Senior VP at Mainline West, LLC, dedicating approximately full-time hours to investing activities. Mainline West Fund Manager, LLC is a wholly owned subsidiary of Mainline West, LLC, and Michael's work for Mainline West includes work for the fund manager.

Employment History
Current Registrations
Mainline West Fund Manager LLC
February 2018 - Present · 8 yrs 3 mos
Mainline West Municipal Securities LLCBroker
December 2008 - Present · 17 yrs 5 mos
State Registrations12 states
CACODEFLGAILMAMINJNYPATX
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.
Michael Maciolek - Financial Advisor | TrueAdvisor