| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.65% |
Fees may be negotiated.
9933 Dupont Circle Drive West, Suite 100, Fort Wayne, IN, 46825
Get directionsNo 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 →Michael operates under the DBA Compass Financial Advisors. He also provides CPA services, including preparing tax returns and financial statements, at Dulin, Ward & Dewald CPA, dedicating nearly full-time hours to this role. Additionally, Michael is a board member for Vincent Village and Summit Equestrian, spending minimal time on these volunteer positions.