Michael Younkman is a registered investment advisor at Ankerstar Wealth, LLC, based in Leander, TX, 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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 310 clients with $150M 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 $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable at the discretion of the firm.
Fee Estimator
Location
3835 Cr 175, Unit #840, Leander, TX, 78641
Get directionsHistory
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 works as a pulpit supply pastor at various churches in the Cincinnati area, starting in January 2024. He dedicates minimal time to this activity outside of trading hours.
Employment History
Current Registrations
Ankerstar Wealth, LLC
State Registrations2 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.
Exams
More Advisors
- Steven Ankerstar, CFPAnkerstar Wealth, LLC
- Abhay Srivastava, CFAAs Investment Partners LLC
- Michael Kurth, PFSFinancial & Tax Architects, LLC
- Imade Iyamu, CFP
- Brian Trowbridge, PFSLPL Financial LLC
- Gregory Rollo, CFPEdward Jones