Michael Krueger
Michael Krueger is a registered investment advisor at Adaptive Financial Consulting, LLC, based in Beachwood, OH, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 261 clients with $550M 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 $2.0M | 1.00% |
| $2.0M - $3.5M | 0.90% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
3401 Enterprise Parkway, Suite 340, Beachwood, OH, 44122
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 ActivitiesSells Insurance
Michael is a territory manager with Smart Choice Insurance since 2015, spending about 10-20% of his time recruiting agencies and earning overrides. He also sells fixed insurance/annuity products and property/casualty insurance with Nationwide Insurance and is a consultant and 10% owner of Power People Fitness, LLC, dedicating minimal time to this.
Employment History
Current Registrations
Adaptive Financial Consulting, LLC
Previous Registrations
Stratos Wealth Advisors LLC
Nationwide Securities, LLCBroker
Strategic Lifestyle Advisors, INC.
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Locust Street Securities, INC.Broker
Concord Brokerage Services, INC.Broker
State Registrations2 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.