Michael Ostermeyer is a registered investment advisor at Edward Jones, based in L Anse, MI, 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
9 South Main Street, L Anse, MI, 49946
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Regulatory History (1)
Customer Dispute
January 2016Other Business Activities
Michael is a volunteer fireman for the Village of L'Anse since 1998, operating fire equipment and responding to vehicle accidents. He is also the president of the Baraga County Chamber of Commerce since 2007, conducting meetings.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Edward Jones
Previous Registrations
Primevest Financial Services, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations17 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.