Michael Neuenschwander
Michael Neuenschwander is a CFP-designated registered investment advisor at Outlook Wealth Advisors, LLC, based in The Woodlands, TX, with 26 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 569 clients with $590M 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 | 1.50% |
The annual fee is negotiable and does not exceed 1.50% of assets under management.
Fee Estimator
Location
224 Ed English Dr., Suite A, The Woodlands, TX, 77385
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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 an insurance agent with Outlook Wealth Insurance Services, LLC since 2000, spending a few hours per week reviewing existing items and advising clients of options. He is also a co-owner and investment adviser representative with Outlook Wealth Advisors, LLC since 2018, dedicating full-time hours to investment advisory services.
Employment History
Current Registrations
Outlook Wealth Advisors, LLC
Previous Registrations
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Ifg Network Securities, 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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