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Michael Lydigsen

20 Years of Experience
Oak Lawn, IL
1 DisclosureBroker

Michael Lydigsen is a registered investment advisor at Fifth Third Securities, INC., based in Oak Lawn, IL, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

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

4850 W 95th Street, Oak Lawn, IL, 60453

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2009
Other Business Activities

Michael owns rental property in Chicago, Illinois, acting as landlord. He spends minimal time on this activity, which is not investment-related and does not interfere with his duties at the firm.

Employment History
Current Registrations
Fifth Third Securities, INC.
March 2017 - Present · 9 yrs 2 mos
Fifth Third Securities, INC.Broker
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
Chase Investment Services CORP.Broker
July 2005 - February 2009 · 3 yrs 7 mos
Banc One Securities CorporationBroker
May 2005 - July 2005 · 2 mos
State Registrations29 states
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AdvisorBrokerBoth

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.