Michael Awwad is a registered investment advisor at Mdrn Capital, based in Imlay City, MI, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 569 clients with $340M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees may be negotiable at the sole discretion of MDRN Capital. Certain clients may be grandfathered a rate from previous relationships with the Advisor.
Fee Estimator
Location
Imlay City, MI
Get directionsHistory
Regulatory History (2)
Financial
December 2017Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Michael sells insurance, dedicating about 10% of his time to it. He also works as an adjunct professor teaching finance courses and serves as an Assistant Chief at the Goodland Township Fire Department, each taking about 10% of his time. Additionally, Michael owns a photography company but is a passive owner.
Employment History
Current Registrations
Mdrn Capital
Previous Registrations
Edward Jones
Edward JonesBroker
PNC Investments
PNC InvestmentsBroker
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Investment Professionals, INC.
Investment Professionals, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations1 state
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.