Michael Erwin
Michael Erwin is a registered investment advisor at Madison Avenue Securities, LLC, based in Douglass, KS, with 8 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B 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% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
Fee Estimator
Location
Douglass, KS
Get directionsHistory
Regulatory History (2)
Regulatory
August 2020Employment Separation After Allegations
April 2020Other Business ActivitiesSells Insurance
Michael is a board member for the Museum of Kansas National Guard and Consolidated Rural Water District No 3, dedicating minimal time to each. He is also the founder and financial advisor for Erwin Investment Partners, LLC, which includes selling life insurance, long-term care insurance, and annuities, taking up significantly more than full-time hours. Michael co-owns rental property with his spouse, dedicating minimal time.
Employment History
Current Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations5 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.