Michael Polakovic
Michael Polakovic is a registered investment advisor at Legionce Investment Advisors, INC., based in Englewood, CO, with 14 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. Their firm serves 32 clients with $15M 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 $500K | 2.50% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
All fees are negotiable and may include a fixed fee if requested.
Fee Estimator
Location
88 Inverness Circle East, Suite D-101, Englewood, CO, 80112
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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 operates an independent law firm, separate from his advisory work. He does not refer clients from his law firm to his advisory business.
Employment History
Current Registrations
Legionce Investment Advisors, INC.
Previous Registrations
Legionce Investment Advisors, INC.
State Registrations2 states
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.