Michael Lunen is a registered investment advisor at Wheel Advisors LLC, based in Oak Park, IL, with 4 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on factors such as historical relationships, asset types, and account composition.
Fee Estimator
Location
820 S Elmwood Ave, Oak Park, IL, 60304
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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 owns and is the President of Ripple360 LLC, a professional coaching business that helps entrepreneurs. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Wheel Advisors LLC
Previous Registrations
Prospect Trading LLC
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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