Joseph Michalski
Joseph Michalski is a registered investment advisor at Fortified Wealth Strategies, INC., based in Northglenn, CO, with 27 years of industry experience. Joseph 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, Retirement Planning, and 1 more. Their firm serves 29 clients with $43M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
10465 Melody Drive, Suite 202, Northglenn, CO, 80234
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
Joseph is an adjunct professor at the University of Colorado, teaching one course, dedicating about 10-20% of his time. He also serves as an expert witness, reviewing life insurance transactions for a law firm, dedicating about 10-20% of his time.
Employment History
Current Registrations
Fortified Wealth Strategies, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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.