Michael Mckersie
Michael Mckersie is a CFP-designated registered investment advisor at Level Four Advisory Services, based in Middleton, WI, with 23 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
Middleton, WI
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Michael provides non-variable annuity options to clients through Ann Arbor Annuity Exchange, dedicating minimal time to this activity. He also owns MJM Wealth Management, LLC, used to pay business expenses, and spends minimal time on this entity.
Employment History
Current Registrations
Level Four Advisory Services
Previous Registrations
Mp & H Financial Group, LLC
Clifton Gunderson Wealth Management
Sva Planners INC
State Registrations1 state
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.