Michael Engler
Michael Engler is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Allentown, PA, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
1550 Pond Road, Suite 140, Allentown, PA, 18104
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Regulatory History (1)
Financial
December 2017Other Business ActivitiesSells Insurance
Michael is an agent for 1847 Financial and 1847 Wealth Advocate, and a general partner for Wealth Scope Financial, all life insurance brokerages. He also co-chairs the Lehigh Valley Business Group and is a partner at Complete Financial Design, where he gives seminar speeches and designs financial plans; these activities take nearly full-time hours.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations13 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.