Philip Michalek is a registered investment advisor at Pdm Investment Services, LLC, based in Lake Orion, MI, with 15 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 30 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.3M | 0.70% |
| $1.3M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are based on the sum of portfolios managed for a family. Fees may vary from schedule for prior clients.
Fee Estimator
Location
Lake Orion, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pdm Investment Services, LLC
State Registrations1 state
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