Kenneth Michaels is a registered investment advisor at Wisely Advised, based in Dyer, IN, with 3 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 185 clients with $69M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Location
10261 Calumet Ave, Suite 104, Dyer, IN, 46311
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wisely Advised
State Registrations1 state
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