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Michael Reisin
15 Years of Experience
Port Chester, NY
1 Disclosure
Michael Reisin is a registered investment advisor at Integrated Wealth Management Solutions, LLC, based in Port Chester, NY, with 15 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, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 5 clients with $5M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$998K average
Assets Under Management
$5.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3M+ | 1.50% |
On a limited basis and following firm approval, accounts may be assessed their asset-based fee on a monthly basis, in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Port Chester, NY
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2014Employment History
Current Registrations
Integrated Wealth Management Solutions, LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wunderlich Securities, INC.
May 2016 - January 2017 · 8 mos
Wunderlich Securities, INC.Broker
May 2016 - January 2017 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2009 - August 2014 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - August 2014 · 5 yrs 5 mos
Citigroup Global Markets INC.Broker
May 2006 - April 2009 · 2 yrs 11 mos
Assent LLCBroker
October 2003 - November 2003 · 1 mo
Worldco, L.L.C.Broker
May 2002 - October 2003 · 1 yr 5 mos
Andover Brokerage, L.L.C.Broker
July 2001 - February 2002 · 7 mos
Ndb Capital Markets, LPBroker
April 2000 - January 2001 · 9 mos
State Registrations1 state
NY
Advisor
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
No exam information available for this advisor.