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Michael Roush

16 Years of Experience
Troy, OH
1 DisclosureBroker

Michael Roush is a registered investment advisor at Fifth Third Securities, INC., based in Troy, OH, with 16 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1009 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. Maximum fee is 1.50%.

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

1851 West Main Street, Troy, OH, 45373

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History

Regulatory History (1)
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Customer Dispute
October 2022
Withdrawn
Other Business Activities

Michael owns rental property in Dayton, OH, and spends minimal time on it. This activity is not securities related and will not interfere with his duties at the firm.

Employment History
Current Registrations
Fifth Third Securities, INC.
June 2016 - Present · 10 yrs 4 mos
Fifth Third Securities, INC.
December 2013 - Present · 12 yrs 10 mos
Fifth Third Securities, INC.Broker
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - September 2013 · 11 mos
Chase Investment Services CORP.Broker
June 2010 - October 2012 · 2 yrs 4 mos
State Registrations19 states
ALCAFLGAILINKYLAMDMINCNMNVOHORSCTNTXUT
AdvisorBrokerBoth

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.
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