Michael Hartzell
Michael Hartzell is a registered investment advisor at W&s Brokerage Services, INC., based in Owings Mill, MD, with 11 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 655 clients with $180M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Minimum quarterly fee applies: $500 for Total Return, Income Oriented, Socially Conscious and Tax Aware accounts; $250 for EnFocus™ accounts; $75 for Companion EnFocus™ accounts.
Fee Estimator
Location
10461 Mill Run Circle, Ste 625, Owings Mill, MD, 21117
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2024Other Business Activities
Michael is the President of the Board for Warhawks Wrestling, Inc, and Vice President of the Board for Lasting Change. He is also a Registered Representative with Madison Avenue Securities (full-time), Chapter President of the American Financial Education Alliance, and a high school football coach.
Employment History
Current Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Previous Registrations
Madison Avenue Securities, LLCBroker
Ae Wealth Management, LLC
Elite Income Advisors, INC.
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Nylife Securities LLCBroker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.