Michael Jund
Michael Jund is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Braintree, MA, with 27 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 6,885 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.
Location
30 Braintree Hill Office Park, Ste 106, Braintree, MA, 02184
Get directionsHistory
Regulatory History (1)
Criminal
January 1989Other Business ActivitiesSells Insurance
Michael works as an insurance agent since September 2022, selling life, accident, health, and annuity insurance. This activity takes a full-time commitment.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
The O.N. Equity Sales CompanyBroker
Transamerica Financial Advisors, INCBroker
MML Investors Services, INC.Broker
Princor Financial Services CorporationBroker
The O.N. Equity Sales CompanyBroker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
State Registrations20 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.