Michael Ludgate is a registered investment advisor at Ludgate Capital, based in Millstadt, IL. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1.0% of assets under management. Financial planning is included at no extra cost.
Fee Estimator
Location
Millstadt, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ludgate Capital
State Registrations1 state
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