Michael Londre
Michael Londre is a registered investment advisor at N.E.W. Advisory Services, LLC, based in Appleton, WI, with 11 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,862 clients with $1.6B 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 $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable. Accounts held direct with a product sponsor are charged a flat 0.75%.
Fee Estimator
Location
100 W. Lawrence Street, Suite 307, Appleton, WI, 54911
Get directionsHistory
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 ActivitiesSells Insurance
Michael operates under the name Northright Financial for non-investment related business and is an investment advisor representative (IAR) with N.E.W Advisory Services LLC. He is also an independent representative with various insurance carriers, selling fixed insurance products only.
Employment History
Current Registrations
N.E.W. Advisory Services, LLC
Geneos Wealth Management, INC.Broker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Edward Jones
Edward JonesBroker
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.
Exams
More Advisors
- Evan Henderson, CFPN.E.W. Advisory Services, LLC
- Michael WhitehouseN.E.W. Advisory Services, LLC
- Muhammed-Kabeer Gbaja-Biamila, CFPAtlantis Wealth Advisors LLC
- Matthew Krenke, CFP, ChFCAnnex Wealth Management, LLC
- David Verkuilen, CFP, ChFCWells Fargo Advisors
- Joel Blattner, CFPAvaii Wealth Management, LLC