Michael Kaplan
Michael Kaplan is a registered investment advisor at Four Financial Management, based in Ann Arbor, MI, with 27 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, Investment Management, and 2 more. Their firm serves 336 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Four Financial Management charges an annual management fee based on a percentage of the value of your portfolio. The fee ranges from 0.25% to 1.50% per year, and it's calculated and collected quarterly in advance. The fee is negotiable, and you may be able to get a lower rate by combining multiple accounts.
Location
777 E. Eisenhower Pkwy, Suite 740, Ann Arbor, MI, 48108
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 an insurance partner selling life insurance and fixed annuities, dedicating about 5% of his time to this. He also provides investment advisory services through Provizr and financial planning and consulting services through Four Financial Management, spending nearly full-time on each of these activities.
Employment History
Current Registrations
Four Financial Management
Provizr
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Advisor Services, INC.Broker
State Registrations19 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.