MC
MC

Michael Chrisler

16 Years of Experience
Chicago, IL

Michael Chrisler is a registered investment advisor at Mjc Financial Fitness LLC, based in Chicago, IL, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 15 clients with $1.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$120K average
Assets Under Management
$1.8M

Fee Structure

Minimum Investment:$1
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K+0.70%

Fees are negotiable. The above fee schedule applies to both Holistic Financial Fitness and Standalone Investment Management Services.

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

Chicago, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Mjc Financial Fitness LLC
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Envestnet | Pmc
May 2009 - November 2019 · 10 yrs 6 mos
State Registrations2 states
ILTX
Advisor

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.