Michael Juilfs
Michael Juilfs is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Scottsdale, AZ, with 28 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
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 Registrations6 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.