Michael Poland
Michael Poland is a registered investment advisor at Braeburn Wealth Management, LLC, based in Muskegon, MI, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 454 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Braeburn Wealth Management charges a percentage of your portfolio each year, paid quarterly in advance.
- For assets invested in mutual funds, the annual fee is 1.15%.
- For assets invested in exchange-traded funds (ETFs), the annual fee is 1.15%.
- For assets invested in stocks, the annual fee is 1.50%.
These fees may be modified based on individual circumstances, the complexity of services, and additional resources required, at the discretion of Braeburn Wealth Management.
Location
111 West Western Avenue, Muskegon, MI, 49442
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 is an independently licensed insurance representative, selling life and annuity products. This activity takes minimal time, up to 2% of Michael's time during trading hours.
Employment History
Current Registrations
Braeburn Wealth Management, LLC
Previous Registrations
Rehmann Financial
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 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.