Michael Kerper
Michael Kerper is a registered investment advisor at Federal Prep, based in Bohemia, NY, 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. Their firm serves 846 clients with $95M 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% |
Fees are generally negotiable.
Fee Estimator
Location
1650 Sycamore Ave., Suite 23, Bohemia, NY, 11716
Get directionsHistory
Regulatory History (3)
Regulatory
September 2024Customer Dispute
May 2020Customer Dispute
July 2012Other Business ActivitiesSells Insurance
Michael is a licensed insurance agent and owner of Rainmaker Alliance LLC, offering insurance advice and products to clients. Clients should be aware that these services pay a commission and involve a possible conflict of interest.
Employment History
Current Registrations
Federal Prep
Previous Registrations
Rnr Securities, L.L.C.Broker
Royal Alliance Associates, INC.Broker
Prime Capital Services, INC.Broker
Donahue Securities, INC.Broker
Prime Capital Services, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations3 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.