MF
MF

Michael Fritz

17 Years of Experience
Ft Wright, KY
Broker

Michael Fritz is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Ft Wright, KY, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

809 Wrights Summit Parkway, Suite 310, Ft Wright, KY, 41011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is involved in several outside business activities, including managing a holding company for his children's assets, serving on the investment committee for the Brain Injury Alliance of Northern Kentucky, and being a board member for the Dorothy Wood Foundation. He also owns multiple rental properties and is a member of several LLCs, dedicating minimal time to each.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
March 2009 - Present · 17 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
March 2009 - Present · 17 yrs 2 mos
State Registrations36 states
AKALARAZCACOFLGAHIIAIDILINKSKYMDMEMIMNMOMTNCNHNJNYOHORPASCSDTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Fritz - Financial Advisor | TrueAdvisor