Michael Einhorn
Michael Einhorn is a CFP, ChFC-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Marlton, NJ, with 15 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 7,025 clients with $32M 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 | 2.25% |
Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.
Fee Estimator
Location
Four Greentree Centre, 601 Route 73 North, Suite 206, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2025Other Business ActivitiesSells Insurance
Michael is an insurance agent since 2017, selling life, health, and annuity products, dedicating about 10-20% of his time. He also does joint case work and mentorship for Family Wealth Management.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations22 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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