TrueAdvisor
TrueAdvisor
MK
MK

Michael Kucera

Schwartz & CO.
34 Years of Experience
Bloomfield Hills, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Kucera is a registered investment advisor at Schwartz & CO., based in Bloomfield Hills, MI, with 34 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,737 clients with $10B in assets under management.

Schwartz & CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,737 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees are negotiable and may vary on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3707 W. Maple, Bloomfield Hills, MI, 48301

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is the owner of LHC Planning Inc. since 2005, where he sells life, health, disability, and long-term care insurance and fixed annuities, and provides consulting services, dedicating minimal time to this activity.

Employment History
Current Registrations
Gregory J. Schwartz & CO., INC.Broker
February 2025 - Present · 1 yr 8 mos
Schwartz & CO.
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Hummel Wealth Management, LLC
December 2023 - December 2024 · 1 yr
On Investment Management CO
July 2010 - July 2022 · 12 yrs
Fai Advisors, INC.
January 2010 - December 2024 · 14 yrs 11 mos
The O.N. Equity Sales CompanyBroker
November 2004 - July 2022 · 17 yrs 8 mos
Cambridge Investment Research, INC.Broker
September 2000 - November 2004 · 4 yrs 2 mos
Park Avenue Securities LLCBroker
May 1999 - September 2000 · 1 yr 4 mos
Guardian Investor Services CorporationBroker
June 1998 - May 1999 · 11 mos
Benefitscorp Equities, INC.Broker
November 1996 - June 1998 · 1 yr 7 mos
Sigma Financial CorporationBroker
August 1994 - June 1998 · 3 yrs 10 mos
The Great-West Life Assurance CompanyBroker
August 1994 - November 1996 · 2 yrs 3 mos
T. I. Investments, INC.Broker
February 1992 - August 1994 · 2 yrs 6 mos
State Registrations5 states
FLGAMINHTN
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.
More Advisors
More financial advisors in Bloomfield Hills, MI →All financial advisors in Michigan →