Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
613 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

Bethesda, MD

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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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Other Business Activities

Michael is a volunteer treasurer and board member of a non-profit providing interest-free loans, dedicating minimal time to this activity. He is also a member of a human resource professional organization, but spends no time on it.

Employment History
Current Registrations
Millennium Investment and Retirement Advisors, LLC
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Independent Financial Group, LLCBroker
July 2015 - August 2017 · 2 yrs 1 mo
Plotkin Financial Advisors, LLC
July 2015 - September 2017 · 2 yrs 2 mos
J.M. Edberg Investment Management LLC
January 2013 - December 2015 · 2 yrs 11 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.