Michael Hastings is a registered investment advisor at Coordinated Financial Management, based in Wichita, KS, with 32 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, Retirement Planning, Tax Planning. Their firm serves 19 clients with $2.9M 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K+ | 0.80% |
Management of portfolios with limited investment options, like accounts in employer 401(k) plans, may be billed at lower rates depending on plan options. Advisor reserves the right to waive or discount fees at his own discretion.
Fee Estimator
Location
212 N. Market, Suite 258, Wichita, KS, 67202
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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 President of Plastics Recycling of Kansas, Inc., a nonprofit corporation, and receives a wage for his work at the recycling center. His advisory services are donated to the organization.
Employment History
Current Registrations
Coordinated Financial Management
State Registrations1 state
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