ME
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Michael Enwezor

4 Years of Experience
Towson, MD
Broker

Michael Enwezor is a registered investment advisor at Founders Financial Securities, LLC, based in Towson, MD, with 4 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, Investment Management, Retirement Planning. Their firm serves 9,021 clients with $3.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
9,021 clients
Average Client Portfolio
$368K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$5K

FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.

Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.

Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.

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Location

1026 Cromwell Bridge Road, Suite 100, Towson, MD, 21286

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Founders Financial Securities, LLC
August 2022 - Present · 3 yrs 9 mos
Founders Financial Securities LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2021 - August 2022 · 1 yr
Charles Schwab & CO., INC.Broker
July 2021 - August 2022 · 1 yr 1 mo
T. Rowe Price Investment Services, INC.Broker
March 2021 - June 2021 · 3 mos
State Registrations3 states
CAMDWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Enwezor - Financial Advisor | TrueAdvisor