Michael Munekata is a registered investment advisor at Kelman Lazarov INC, based in Memphis, TN, with 10 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 Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 579 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Maximum management fee is 1.15% per annum, negotiable at the firm's discretion. Fees are payable quarterly in advance.
Fee Estimator
Location
5100 Poplar Ave, Ste 2805, Memphis, TN, 38137-2805
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Regulatory History
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 →Other Business Activities
Michael is a Chief Compliance Officer, Operations Manager, and Partner at Kelman-Lazarov Inc., a Registered Investment Advisor, since 2010. He dedicates nearly full-time hours to providing investment management and financial planning services.
Employment History
Current Registrations
Kelman Lazarov INC
Mutual Securities, INC.Broker
Previous Registrations
Cetera Advisor Networks LLCBroker
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.
Exams
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