Michael Worch
Michael Worch is a registered investment advisor at Worch Financial Group, LLC, based in Rockville, MD, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
These fees are charged by the third-party money managers that Worch Financial Group refers clients to. Worch Financial Group receives a portion of this fee from the money manager. Total fees charged will not exceed 3% annually for investment advisory services.
Fee Estimator
Location
11300 Rockville Pike, Suite 1001, Rockville, MD, 20852
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 owns Worch Financial Group and spends about half his time on insurance sales. He also spends full-time on Worch Financial Group DBA.
Employment History
Current Registrations
Worch Financial Group, LLC
Previous Registrations
On Investment Management CO
Park Avenue Securities LLC
State Registrations1 state
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