Michael Traxler
Michael Traxler is a registered investment advisor at Michael Traxler Wealth Management, LLC, based in New Prague, MN, 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, High Net Worth, Investment Management, and 2 more. Their firm serves 433 clients with $190M 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 $49K | 1.40% |
| $49K - $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 0.95% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For accounts held at American Funds Service Company (AFS), the fee is 1% annually. For annuity management, the fee is 0.6% annually.
Fee Estimator
Location
222 Main St. E., New Prague, MN, 56071
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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 Activities
Michael is an officer and owner of Ten Point Ranch, farmland used for hunting, spending minimal time on bookkeeping and decision-making. He also owns Wealth Management Building LLC, a commercial real estate rental business, dedicating a few hours per week to property management and bookkeeping.
Employment History
Current Registrations
Michael Traxler Wealth Management, LLC
Previous Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Edward JonesBroker
State Registrations2 states
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