Michael York
Michael York is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Omaha, NE, with 14 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
17117 Burt Street, Suite 300, Omaha, NE, 68118
Get directionsHistory
Regulatory History (2)
Regulatory
March 2013Criminal
January 2007Other Business ActivitiesSells Insurance
Michael is an insurance agent since 2012, selling life, health, and annuity products, dedicating full-time hours to this. He also uses M. York JR Financial Strategies, L.L.C. for tax purposes and DBA Prosperity Wealth Partners, INC.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations10 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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