MV
MV

Michael Vodicka

16 Years of Experience
Highland Park, IL

Michael Vodicka is a registered investment advisor at Vodicka Group, INC., based in Highland Park, IL, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 49 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
49 clients
Average Client Portfolio
$370K average
Assets Under Management
$18.1M

Fee Structure

Minimum Investment:$1K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.50% - 2.00% depending on the amount of assets under management. Vodicka Group, Inc. has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Highland Park, IL

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Vodicka Group, INC.
September 2009 - Present · 16 yrs 7 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.