MB
CFP
MB
CFP

Michael Brasza

16 Years of Experience
Milford, MI

Michael Brasza is a CFP-designated registered investment advisor at Retiremitten Financial LLC, based in Milford, MI, with 16 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 150 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
150 clients
Average Client Portfolio
$873K average
Assets Under Management
$130.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$6,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

Financial planning fees will be offset for related advisory services attributed to Client assets under management. The annual fees are negotiable.

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

522 N Main St, Ste 200, Milford, MI, 48381

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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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Employment History
Current Registrations
Retiremitten Financial LLC
September 2022 - Present · 3 yrs 7 mos
Previous Registrations
Mainstay Capital Management, LLC
April 2010 - June 2022 · 12 yrs 2 mos
Charles Schwab & CO., INC.
January 2008 - November 2008 · 10 mos
Amerivest Investment Management, LLC
October 2007 - January 2008 · 3 mos
TD Ameritrade, INC.
October 2007 - January 2008 · 3 mos
State Registrations2 states
MITX
Advisor

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.