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CFP

Michael Youakim

Fifth Third Securities, INC.
25 Years of Experience
Woodridge, IL
Broker
View SEC Summary
View SEC Summary

Michael Youakim is a CFP-designated registered investment advisor at Fifth Third Securities, INC., based in Woodridge, IL, with 25 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.

Fifth Third Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1009 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. Maximum fee is 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

7515 Janes Ave, Woodridge, IL, 60517

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fifth Third Securities, INC.
March 2012 - Present · 14 yrs 7 mos
Fifth Third Securities, INC.Broker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
Associated Investment Services, INC.
March 2011 - March 2012 · 1 yr
Associated Investment Services, INC.Broker
January 2011 - March 2012 · 1 yr 2 mos
Chase Investment Services CORP.Broker
June 2007 - January 2011 · 3 yrs 7 mos
Chase Investment Services CORP.
June 2007 - January 2011 · 3 yrs 7 mos
Associated Investment Services, INC.Broker
February 2006 - June 2007 · 1 yr 4 mos
H&r Block Financial Advisors, INC.
June 2004 - February 2006 · 1 yr 8 mos
H&r Block Financial Advisors, INC.Broker
June 2004 - February 2006 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2003 - June 2004 · 1 yr 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
May 2003 - June 2004 · 1 yr 1 mo
H&r Block Financial Advisors, INC.Broker
October 2001 - April 2003 · 1 yr 6 mos
TD Waterhouse Investor Services, INC.Broker
February 2001 - August 2001 · 6 mos
State Registrations28 states
ALARAZCACOFLGAILINKSLAMDMIMNMONHNVNYOHOKORSCTNTXVAWAWIWV
AdvisorBrokerBoth

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.
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