Michael Boyko is a registered investment advisor at Ata Management Strategies INC, based in Whitehall, PA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 405 clients with $130M 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 $250K | Included |
| $250K - $500K | 1.15% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | Included |
Fees are negotiable for accounts below $250,000 and above $5,000,000. Minimum annual fee of $300 for asset management services.
Fee Estimator
Location
1044 Third Street, Whitehall, PA, 18052
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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 →Employment History
Current Registrations
Ata Management Strategies INC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
PNC Investments
PNC InvestmentsBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
UBS Financial Services INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
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