MY
MY
Michael Yoder
29 Years of Experience
Sewickley, PA
1 DisclosureBroker
Michael Yoder is a registered investment advisor at Wells Fargo Advisors, based in Sewickley, PA, with 29 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
Loading...
Location
1606 Carmody Ct, Ste 401, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
November 2018Employment History
Current Registrations
Wells Fargo Advisors
June 2014 - Present · 11 yrs 11 mos
Wells Fargo Clearing Services, LLC
June 2014 - Present · 11 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2011 - April 2014 · 2 yrs 7 mos
UBS Financial Services INC.
September 2011 - April 2014 · 2 yrs 7 mos
Legg Mason Investor Services, LLCBroker
April 2008 - September 2011 · 3 yrs 5 mos
Clearbridge Advisors, LLC
April 2008 - September 2011 · 3 yrs 5 mos
Ferris, Baker Watts Incorporated
July 2006 - April 2008 · 1 yr 9 mos
Ferris, Baker Watts IncorporatedBroker
July 2006 - April 2008 · 1 yr 9 mos
Citigroup Global Markets INC.
February 2006 - July 2006 · 5 mos
Citigroup Global Markets INC.Broker
February 2006 - July 2006 · 5 mos
Legg Mason Wood Walker INC
February 2002 - February 2006 · 4 yrs
Legg Mason Wood Walker, IncorporatedBroker
September 2000 - February 2006 · 5 yrs 5 mos
First Tryon Securities, LLCBroker
July 2000 - September 2000 · 2 mos
Painewebber IncorporatedBroker
August 1995 - November 1999 · 4 yrs 3 mos
State Registrations6 states
ARMAOKPAUTWA
AdvisorBrokerBoth
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.