Michael Herek
Michael Herek is a registered investment advisor at Blue Capital, based in Omaha, NE, 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 439 clients with $210M 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 | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.00% |
Fee Estimator
Location
3814 Farnam Street, Suite 202, Omaha, NE, 68131
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Michael is the owner of Blue Capital Insurance and DBA Capital Synergy Partners, selling fixed insurance. This takes nearly full-time outside of market hours and a few hours per week during market hours.
Employment History
Current Registrations
Blue Capital
Previous Registrations
Capital Synergy Partners
Capital Synergy PartnersBroker
Financial West GroupBroker
Mutual of Omaha Investor Services, 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.