MK
CFP
MK
CFP

Michael Krol

20 Years of Experience
Bridgeville, PA
May Earn Commission

Michael Krol is a CFP-designated registered investment advisor at Waldron Private Wealth, based in Bridgeville, PA, with 20 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 455 clients with $4.5B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
455 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$4.5B

Fee Structure

Planning is included in investment management (also available separately)

Waldron Private Wealth charges an annual investment management fee that varies up to 1.50% of the total value of your portfolio. The fee is based on factors like the amount of assets managed, the complexity of the engagement, and the scope of services. Clients may pay different fees for similar services, and other advisors may offer lower fees.

Loading...

Location

44 Abele Road, Suite 400, Bridgeville, PA, 15017

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Waldron Private Wealth
February 2009 - Present · 17 yrs 5 mos
Previous Registrations
LPL Financial LLC
April 2007 - March 2013 · 5 yrs 11 mos
Legend Financial Advisors INC
October 2005 - March 2007 · 1 yr 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2004 - June 2005 · 7 mos
State Registrations2 states
MIPA
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.