Michael Engler
Michael Engler is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Allentown, PA, with 9 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B 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 | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
1550 Pond Road, Suite 140, Allentown, PA, 18104
Get directionsHistory
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.
Exams
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