Michael Graft
Michael Graft is a registered investment advisor at Simplified Wealth Management, LLC, based in Barrington, IL, 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 Investment Management. Their firm serves 29 clients with $22M 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 | 1.25% |
| $50K - $100K | 1.20% |
| $100K - $250K | 1.00% |
| $250K+ | 0.80% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
565 Fox Glen Ct., Barrington, IL, 60010
Get directionsHistory
Regulatory History (1)
Financial
March 2022Other Business ActivitiesSells Insurance
Michael is an insurance agent selling fixed insurance products, dedicating minimal time to this activity. He also manages construction projects for MJG Construction, LLC (about half his time) and works as a managing broker for The Heritage Realty Group, Inc. (a few hours per week).
Employment History
Current Registrations
Simplified Wealth Management, LLC
Previous Registrations
Significant Wealth Partners INC.
Kingsview Asset Management, LLC
State Registrations3 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.