Michael Lemon
Michael Lemon is a registered investment advisor at Vogel Wealth Management, LLC, based in Omaha, NE, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 28 clients with $5.3M 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 | 1.00% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
11330 Q Street, Suite 213, Omaha, NE, 68137
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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 a sole proprietor working as an insurance agent since May 2024. He dedicates about half of his time to insurance sales.
Employment History
Current Registrations
Vogel Wealth Management, LLC
State Registrations1 state
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.