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Michael Mader

25 Years of Experience
Fort Lauderdale, FL

Michael Mader is a registered investment advisor at United Capital Financial Advisors, based in Fort Lauderdale, FL, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22,832 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
163 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.0M1.25%
$2.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.

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

500 E Broward Blvd Ste 1020, Fort Lauderdale, FL, 33394

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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 Activities

Michael owns and manages a real estate organization in Florida, a holding company for a single-family home in Georgia, and a residential rental property in Macon, GA. These activities require minimal time commitment overall.

Employment History
Current Registrations
United Capital Financial Advisors
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
September 2020 - November 2023 · 3 yrs 2 mos
Goldman Sachs & CO. LLCBroker
September 2020 - November 2023 · 3 yrs 2 mos
Cetera Advisor Networks LLC
July 2018 - July 2018 · 0 mos
Cetera Advisor Networks LLCBroker
July 2018 - August 2020 · 2 yrs 1 mo
Cambridge Investment Research Advisors, INC.
May 2016 - June 2018 · 2 yrs 1 mo
Cambridge Investment Research, INC.Broker
April 2016 - June 2018 · 2 yrs 2 mos
Transamerica Financial Advisors, INC.
August 2009 - May 2016 · 6 yrs 9 mos
Transamerica Financial Advisors, INCBroker
May 2009 - May 2016 · 7 yrs
Financial Network Investment CorporationBroker
May 2008 - April 2009 · 11 mos
Mutual Service CorporationBroker
February 2007 - May 2008 · 1 yr 3 mos
Ohio Savings Securities, INC.Broker
September 2004 - March 2005 · 6 mos
Metlife Securities INC.Broker
January 2004 - September 2004 · 8 mos
Metropolitan Life Insurance CompanyBroker
January 2004 - September 2004 · 8 mos
High Mark Securities, INC.Broker
June 2002 - April 2003 · 10 mos
VALIC Financial Advisors, INC.
October 2000 - June 2002 · 1 yr 8 mos
The Variable Annuity Marketing CompanyBroker
August 2000 - December 2001 · 1 yr 4 mos
VALIC Financial Advisors, INC.Broker
April 1999 - June 2002 · 3 yrs 2 mos
Public Employees Equities Services CompanyBroker
April 1999 - March 2000 · 11 mos
Hunter International Securities, INC.Broker
June 1994 - May 1995 · 11 mos
Joseph Charles & Assoc., INC.Broker
February 1994 - June 1994 · 4 mos
Investors Associates, INC.Broker
November 1993 - February 1994 · 3 mos
Chatfield Dean & CO., INC.Broker
October 1993 - November 1993 · 1 mo
State Registrations1 state
FL
Advisor

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Exams
No exam information available for this advisor.
Michael Mader - Financial Advisor | TrueAdvisor