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Michael Fulkerson

Chicago Investment Advisory Council, INC.
24 Years of Experience
St. Charles, IL
Broker
View SEC Summary
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Michael Fulkerson is a registered investment advisor at Chicago Investment Advisory Council, INC., based in St. Charles, IL, with 24 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,105 clients with $230M in assets under management.

Chicago Investment Advisory Council, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
1,105 clients
Average Client Portfolio
$208K average
Assets Under Management
$230.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Discretionary accounts range from 1.00% to 2.00% per year; non-discretionary accounts range from 0.50% to 1.50% per year. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1601 E. Main Street, Suite 1C, St. Charles, IL, 60174

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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 works as a financial advisor at Chicago Investment Advisory Council, dedicating full-time hours to acquiring and working with clients. He also works as a substitute teacher for Batavia School District D101 and Kaneland School District D302, spending about 10-20% of his time on each.

Employment History
Current Registrations
Chicago Investment Advisory Council, INC.
July 2011 - Present · 15 yrs 3 mos
J.W. Cole Financial, INC.Broker
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Waddell & Reed, INC.Broker
July 2004 - July 2011 · 7 yrs
Waddell & Reed, INC.
July 2004 - July 2011 · 7 yrs
American Express Financial Advisors, INC.
July 2002 - July 2004 · 2 yrs
American Express Financial Advisors INC.Broker
July 2002 - July 2004 · 2 yrs
Ids Life Insurance CompanyBroker
July 2002 - July 2004 · 2 yrs
State Registrations5 states
AZFLILKYTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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