Michael Wohlgemuth is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fort Lauderdale, FL, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
401 E Las Olas Blvd, Fort Lauderdale, FL, 33301
Get directionsNo 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 →Michael is a sole proprietor and plans to occasionally sell minerals and rocks from his collection on eBay and at mineral shows. This activity requires minimal time and is not considered a business venture.
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.