Michael Ladin
Michael Ladin is a registered investment advisor at Ladin Financial Group, INC., based in Coral Gables, FL, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ladin Financial Group manages investments either directly or through outside managers. The annual fee ranges from 1% to 2% of the value of your portfolio, but the exact rate is negotiable. You'll also pay separate commissions and custodial fees.
Location
2525 Ponce De Leon Blvd., Suite 300, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the owner and insurance agent for Ladin Consulting Group, Inc. since 2002, selling insurance products and services, taking about half of his time. Michael also owns American Outback Expeditions since 2012, spending minimal time on vacation rentals/rental homes.
Employment History
Current Registrations
Ladin Financial Group, INC.
Previous Registrations
Global Financial Private Capital, LLC
State Registrations2 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.