Michael Wood
Michael Wood is a registered investment advisor at Munn Wealth Management, LLC, based in Maumee, OH, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 745 clients with $240M 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 | 2.00% |
Fees are negotiable and generally range from 0.50% to a maximum of 2.00%. Fees are separate from and in addition to any fees payable to other managers, including Camelot Portfolios LLC.
Fee Estimator
Location
1700 Woodlands Drive, Suite 100, Maumee, OH, 43537
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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 →Other Business ActivitiesSells Insurance
Michael is a registered investment advisor with Munn Wealth Management LLC, dedicating full-time hours to this role. He also engages in fixed insurance business, earning commissions and dedicating a few hours per week.
Employment History
Current Registrations
Munn Wealth Management, LLC
Previous Registrations
Camelot Advisors, LLC
Coastal Equities, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
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.
Exams
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