Michael Muersch
Michael Muersch is a registered investment advisor at Principal Securities, INC., based in Downers Grove, IL, with 18 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B 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 $150K | 1.75% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.10% |
Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.
Fee Estimator
Location
3333 Finley Rd Ste 500, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2025Criminal
May 1991Other Business ActivitiesSells Insurance
Michael is involved in outside insurance activities including brokerage, health insurance, and fixed life insurance since 2013. He also owns Muersch Financial Inc., an entity established to pay staff and business-related expenses, dedicating minimal time to it.
Employment History
Current Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
Park Avenue Securities LLCBroker
State Registrations32 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.
Exams
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