Michael Mueller
Michael Mueller is a registered investment advisor at Valley Wealth Strategies, LLC, based in Elma, WA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,055 clients with $1.4B 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 | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees negotiable for amounts over $1,500,000.
Fee Estimator
Location
112 West Young Street, Elma, WA, 98541
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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 ActivitiesSells Insurance
Michael is the President of Mueller Insurance & Financial Services, Inc., a DBA for his LPL business. He also sells various insurance products, including life, disability, health, long-term care, and annuities, and owns rental real estate. Michael spends about a quarter of his time providing investment advisory services through Valley Wealth Strategies, LLC.
Employment History
Current Registrations
Valley Wealth Strategies, LLC
LPL Financial LLCBroker
Previous Registrations
National Planning CorporationBroker
Gwn Securities INC.Broker
Nylife Securities LLCBroker
Sammons Securities Company, LLCBroker
State Registrations9 states
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