Michael Haun
Michael Haun is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in York, PA, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
96 S George St, York, PA, 17401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is on the board of directors for the York County Community Foundation and the United Way of York County, dedicating minimal time to each. He also owns Cardea Management LLC, which invests in residential real estate, and he spends minimal time on accounting and property evaluation.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations36 states
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