Michael Huerbin
Michael Huerbin is a registered investment advisor at Focus Financial, based in Bemidji, MN, 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 Estate Planning, Retirement Planning, Tax Planning. Their firm serves 14,027 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Financial Network offers personalized investment management services where advisors manage your investments based on your individual needs. Fees are typically charged quarterly, in advance, based on the value of your portfolio. The fee percentage is determined by your advisor and depends on factors like the type of service, account size, and complexity. FFN offers flat, linear, and tiered fee schedules. With a flat fee, your entire portfolio is billed at one percentage rate. With a linear fee schedule, the fee percentage decreases at intervals as your account value grows, and the resulting fee percentage is applied to the entire balance. With a tiered fee schedule, the asset values fall within separate tiers, and the corresponding decreasing percentage is applied to each tier.
Location
1421 Bemidji Avenue N, Suite 2, Bemidji, MN, 56601
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Regulatory History (1)
Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Michael is an insurance agent and investment advisor representative with Focus Financial Network, dedicating about half of his time to sales and service of investment products and fixed insurance products. He also works at a ski resort, owns part of a paddling company, provides sound engineering services, and is president of a non-profit, spending significant time on the non-profit during January and February.
Employment History
Current Registrations
Focus Financial
Osaic Wealth, INC.Broker
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
State Registrations9 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.