Michael Dahlem is a registered investment advisor at Market Cycle Investments LLC, based in Louisville, KY, with 2 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee applies to the Safety First Portfolio and Custom Client Portfolio. The Bull/Bear Trend Portfolio has the same 1% AUM fee plus a 15% performance fee on capital gains at year end with a high water mark.
Fee Estimator
Location
Louisville, KY
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Michael is the co-founder, 50% owner/member, and co-manager of Dahlem-Hollenbach Ventures L.L.C., an investment-related business focused on real estate. He spends a few hours per week on general management duties for the company.
Employment History
Current Registrations
Market Cycle Investments LLC
State Registrations1 state
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