Michael Halsema
Michael Halsema is a CFP-designated registered investment advisor at Ae Wealth Management, LLC, based in New Smyrna Beach, FL, with 31 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, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
311 Live Oak St, New Smyrna Beach, FL, 32168
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 owns a tax preparation business, Bolerjack Halsema Bowling and White PA, and spends nearly full-time on it, including selling insurance and annuities. He also has ownership and management roles in BHB Holdings, BHB Properties, Kimberly Management, and MCNT Wealth Management LLC, and serves as Chairman of the finance committee for the Church of Epiphany.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
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.
Exams
More Advisors
- David Kisser, CFPSimplyria Advisor Network
- Jonas Roddenberry, CFPEdward Jones
- Stanley Harrison, ChFCState Farm Investment Management CORP.