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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 296 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% |
0.95% annually is the maximum fee for all accounts.
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
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