Michael Kizman
Michael Kizman is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Schaumburg, IL, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
10 N Martingale Rd, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (3)
Regulatory
December 2009Regulatory
July 2009Customer Dispute
August 2006Other Business Activities
Michael is a general partner/managing member and owner of 4 MEHE LLC since 2021, which is a family vacation home. He spends minimal time on this activity, potentially renting it out to cover real estate taxes and property maintenance costs.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 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.