Michael Koenig is a CFP-designated registered investment advisor at Firstrust, based in Daytona Beach, FL, with 28 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 128 clients with $250M 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 | 0.85% |
Flat percentage fee ranges from 0.85% to 0.50% based on relationship size and complexity. Subject to a $15,000 annual minimum fee. Fees are negotiable.
Fee Estimator
Contact
Michael Koenig
Location
113 Executive Circle, Daytona Beach, FL, 32114
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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 →Employment History
Current Registrations
Firstrust
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.
Exams
Additional Information
Michael Koenig entered the financial service industry in 1988 and is the Founding Partner of FirsTrust, LLC. He completed a bachelor's degree in psychology at the University of Maryland, a 2-year graduate certificate in finance at George Washington University, a Juris Master of Law degree from Florida State Univ. College of Law, an associate of the American Bar Association, and holds the CERTIFIED FINANCIAL PLANNER (tm) certification through the College for Financial Planning in Denver, CO.
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