Michael Mohlman is a registered investment advisor at San Blas Advisory, INC., based in Fort Wayne, IN, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 665 clients with $220M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. Total fees for all programs will not exceed 4%.
Fee Estimator
Location
200 East Main Street, STE 530, Fort Wayne, IN, 46802
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2001Other Business Activities
Michael is involved with Mohlman Wealth Management since 2017 at the reported business location. He also assists clients with asset allocation of their charitable funds through Fidelity Charitable since 2022 and receives no compensation for this activity.
Employment History
Current Registrations
San Blas Advisory, INC.
Sb Advisory, LLC
San Blas Securities LLC
San Blas Securities LLCBroker
Previous Registrations
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Independent Advisor Alliance, LLC
Mohlman Asset Management, LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
The Huntington Investment CompanyBroker
Salomon Smith Barney INC.Broker
State Registrations10 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.