Dennis Engel is a registered investment advisor at Managed Asset Portfolios, LLC, based in Rochester, MI, with 28 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,607 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Enhanced Income (primarily bond) portfolios are generally assessed a fee at a maximum annual rate of ½ % of assets. Balanced (stock and bond) portfolios are generally assessed a fee at a maximum annual rate of 1 % of assets. U.S. Multi-Cap, Global Equity, Global Equity – ADR, and Global Equity Ex-Options (stock) portfolios are generally assessed a fee at a maximum annual rate of 1¼ % of assets. MAP historically has had different fee rates, and therefore existing clients may be subject to different fee rates including lower rates. Upon request, Adviser may negotiate or waive advisory fees due to a variety of factors, including: account inception date, account value, aggregate value of client-related portfolio accounts, and the level of services provided.
Fee Estimator
Location
950 W. University, Suite 100, Rochester, MI, 48307
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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 Activities
Dennis works as an investment advisor with Managed Asset Portfolios since 2016, earning a salary plus commissions. This activity takes up a full-time commitment during market hours.
Employment History
Current Registrations
Managed Asset Portfolios, LLC
Alt Fund Distributors LLC
Alt Fund Distributors LLCBroker
Previous Registrations
Astor Investment Management LLC
Astor Investment Management LLC
National Securities CorporationBroker
National Asset Management, INC.
Knight Capital Americas LLCBroker
Astor Asset Management LLC
Knight Capital Americas, L.P.Broker
Icon Distributors, INC.Broker
Icon Advisers, INC.
Wakefield Asset Management, Lllp
Cim Securities, LLCBroker
Icon Distributors, INC.Broker
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.