MK
CFP
MK
CFP

Michael Krencicki

15 Years of Experience
Troy, MI
Sells Insurance

Michael Krencicki is a CFP-designated registered investment advisor at Global Wealth Advisors LLC, based in Troy, MI, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 74 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
74 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$102.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K - $1.0M0.70%
$1.0M - $1.5M0.50%
$1.5M+0.50%

Fees are negotiable for assets over $1,500,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 East Big Beaver Road, Troy, MI, 48083-1208

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is an independent insurance agent, operating under the name Michael J. Krencicki. He spends minimal time on this activity.

Employment History
Current Registrations
Global Wealth Advisors LLC
April 2010 - Present · 16 yrs 1 mo
State Registrations2 states
MITX
Advisor

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.