Michael Birkle
Michael Birkle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ann Arbor, MI, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3634 W Liberty, Ann Arbor, MI, 48103
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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 a public notary, owner of Birkle Financial Services Inc. (for tax/investment purposes), and owner of Birkle & Birkle (tax prep/accounting/CPA). He also receives fixed insurance trails and spends about half of his time on tax preparation and accounting.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
State Registrations26 states
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