MA
MA

Michael Aidem

4 Years of Experience
Rochester, MI

Michael Aidem is a registered investment advisor at A & L Financial Services, LLC, based in Rochester, MI, 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, High Net Worth, Investment Management, and 2 more. Their firm serves 72 clients with $54M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
72 clients
Average Client Portfolio
$746K average
Assets Under Management
$53.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fee is negotiable and may vary according to factors such as the size and type of the account, related accounts, expected additional assets, the Client’s earning capacity, and the length or quality of the relationship; comparable services may be available elsewhere at lower cost.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Rochester, MI

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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
A & L Financial Services, LLC
June 2021 - Present · 4 yrs 11 mos
State Registrations2 states
MITX
Advisor

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.