Michael Mueller
Michael Mueller is a CFA-designated registered investment advisor at Arcadia Investment Management CORP, based in Kalamazoo, MI, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 91 clients with $700M 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 | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of $5,000 per family relationship. Fees may be negotiable.
Fee Estimator
Location
259 E. Michigan Avenue, Suite 308, Kalamazoo, MI, 49007
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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 a director at Proteos, Inc., a company that manufactures protein and peptide products, since 2006. He also serves as an advisor (non-compensated) to the Nantucket Fund Advisory Committee since 2001.
Employment History
Current Registrations
Arcadia Investment Management CORP
State Registrations3 states
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