Michael Kaplan
Michael Kaplan is a registered investment advisor at Madison Global Advisors LLC, based in Hauppauge, NY, 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 Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 178 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The fee charged by MGA is 2% or less annually for advisory clients. We consider account size, investment objectives, and services required in determining our fee.
Fee Estimator
Location
350 Motor Parkway, Suite 205, Hauppauge, NY, 11788
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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 ActivitiesSells Insurance
Michael is affiliated with Madison Global Insurance Agency in Hauppauge, NY, on an as-needed basis.
Employment History
Current Registrations
Madison Global Advisors LLC
Madison Global Partners LLCBroker
State Registrations6 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.