Michael Jergens
Michael Jergens is a registered investment advisor at Edelman Financial Engines, based in Troymi, MI, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
201 W Big Beaver Rd, Suite 950, Troymi, MI, 48084
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2018Judgment / Lien
July 2017Judgment / Lien
March 2017Other Business Activities
Michael owns Phoenix Garage LLC, an automotive restoration hobby business, since 2018. He dedicates about a quarter of his time to this activity.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
J.P. Morgan Securities LLC
Private Advisor Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chase Investment Services CORP.
State Registrations2 states
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.