Michaeljohn Kudlik is a CFP-designated registered investment advisor at Roi Capital Management, based in St. George, UT, with 38 years of industry experience. Michaeljohn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
393 E Riverside Dr Bldg 1 Ste 203, St. George, UT, 84790
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 Activities
Michaeljohn is a partner, national sales manager, and CIO for Southern Star Storage, securing self-storage real estate assets, taking nearly full-time hours. He also works as a sales agent buying and selling residential properties for family members, dedicating minimal time.
Employment History
Current Registrations
Roi Capital Management
Previous Registrations
Emerson Equity LLCBroker
Digital Offering LLCBroker
Richfield Orion International, INC.Broker
Wilson-Davis & CO., INC.Broker
Cabot Lodge Securities LLCBroker
Cambria Capital, LLCBroker
Cambria Capital LLC
Orchard Securities, LLCBroker
Ari Financial Services, INC.Broker
Burch & Company, INCBroker
Burch & Company, INCBroker
James Harold Goode, JR.Broker
Pacific Cornerstone Capital IncorporatedBroker
Geneos Wealth Management, INC.Broker
New York Life Investment Management LLC
Nylife Distributors INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
The Dreyfus Service CorporationBroker
Directed Services, INC.Broker
Kunz & Cline Investment ManagementBroker
United Planners' Financial Services of America a Limited PartnerBroker
Dynamic Group Securities CORP.Broker
Voyageur Fund Distributors, INC.Broker
Lehman Brothers INC.Broker
Vanguard CapitalBroker
Prudential-Bache Securities INC.Broker
Dean Witter Reynolds INC.Broker
Anchor National Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Bache & CO IncorporatedBroker
E. F. Hutton & Company INCBroker
Edwards & HanlyBroker
E. F. Hutton & Company INCBroker
State Registrations1 state
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