Michael Juilfs
Michael Juilfs is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Scottsdale, AZ, with 29 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
14362 N. Frank Lloyd Wright Blvd, Suite 1000, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2002Customer Dispute
November 2002Customer Dispute
July 1999Other Business ActivitiesSells Insurance
Michael is involved in several outside business activities, including tax preparation (about 10-20% of his time), expert witness and divorce planning (minimal time each), fixed insurance sales (minimal time), and owning NW Finance LLC for automobile titles and residential real estate (minimal time). The insurance sales and real estate activities are investment-related.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations8 states
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
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