Michael Albertson
Michael Albertson is a registered investment advisor at Tradewell Securities, LLC, based in Fort Wayne, IN, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 415 clients with $270M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. A technology fee of up to $5 will be added per account.
Fee Estimator
Location
130 West Main Street, #100, Fort Wayne, IN, 46802
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2022Customer Dispute
June 2013Other Business ActivitiesSells Insurance
Michael is a licensed insurance agent recommending insurance and annuity sales through Indiana Tax Advisory Group Inc, where he is also president, taking about 30% of his time. He also owns Tradewell Tax & Financial, providing tax advisory and preparation services, dedicating another 30% of his time, and has passive ownership in a coffee roaster and is a shareholder of a coffee wholesale distributor.
Employment History
Current Registrations
Tradewell Securities, LLC
Previous Registrations
Secure Asset Management, L.L.C.
Secure Asset Management, L.L.C.
USA Financial Securities Corporation
Fusion Investment Advisors, LLC
Tradewell Tax & Financial, LLC
American Investment Services
Tradewell Tax & Financial
USA Tax & Insurance Services, INC.
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.