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Michael Wolters
32 Years of Experience
Parkville, MO
1 Disclosure
Michael Wolters is a registered investment advisor at Mike Wolters & Associates, LTD., based in Parkville, MO, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85 clients with $21M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
85 clients
Average Client Portfolio
$247K average
Assets Under Management
$21.0M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.83% |
| $1.0M - $1.5M | 1.66% |
| $1.5M - $2.0M | 1.49% |
| $2M+ | 1.32% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Parkville, MO
Get directionsHistory
Regulatory History (1)
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Regulatory
March 1999Final
Employment History
Current Registrations
Mike Wolters & Associates, LTD.
August 1993 - Present · 32 yrs 9 mos
State Registrations3 states
KSMOTX
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.