Michael Traxler Wealth Management provides investment advice to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Services include managing investments, managing annuities, and financial planning. Financial planning covers wills, estate plans, investments, taxes, retirement, insurance, college planning, and more.
Assets Under Management$190M
Clients433
Advisors4
Avg. per Client$450K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $49K | 1.40% |
| $49K - $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 0.95% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For accounts held at American Funds Service Company (AFS), the fee is 1% annually. For annuity management, the fee is 0.6% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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