Michael Rodenbaugh
Michael Rodenbaugh is a CFA, CFP-designated registered investment advisor at Boardwalk Financial Strategies LLC, based in Hartland, WI, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 89 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.15% |
Non-profit accounts have a different fee schedule: First $1M: 0.60%, Next $1M: 0.50%, Next $1M: 0.40%, Next $2M: 0.30%, Over $5M: 0.10%. Minimum annual fee of $17,500 applies for standard accounts and $8,500 for non-profit accounts. Fees may be discounted at the firm's discretion.
Fee Estimator
Contact
Michael Rodenbaugh
Location
128 Cottonwood Avenue, Hartland, WI, 53029
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Michael is the Vice-Chair on the Board of Directors for ProHealth Care Foundation, dedicating minimal time. He also owns 128 Cottonwood LLC, a building owner for office rental space, and spends a few hours per week managing the building.
Employment History
Current Registrations
Boardwalk Financial Strategies LLC
Previous Registrations
Deloitte & Touche Investment Advisors LLC
State Registrations1 state
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