Michael Pol
Michael Pol is a registered investment advisor at Blue Point Strategic Wealth Management, LLC, based in Fair Lawn, NJ, with 35 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 42 clients with $16M 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 $100K | 1.75% |
| $100K - $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Location
32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2018Customer Dispute
May 2017Other Business ActivitiesSells Insurance
Michael is an independent insurance agent through various agencies. He also manages commercial real estate property through Biltmore Realty Capital, LLC, receiving no compensation other than rental income.
Employment History
Current Registrations
Blue Point Strategic Wealth Management, LLC
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Blue Point Strategic Wealth Management, LLC
Blue Point Strategic Wealth Management, LLC
Abramenko & Company, INC.Broker
Npa Asset Management, LLC
C. J. M. Planning CORP.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.