Michael Scalise is a CFA-designated registered investment advisor at Summit Financial Management LLC, based in Mequon, WI, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 80 clients with $65M 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 | 1.25% |
Fee Estimator
Location
1001 W. Glen Oaks Lane, Suite 205, Mequon, WI, 53092
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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
Summit Financial Management LLC
Previous Registrations
Legacy Wealth Management, LLC
State Registrations1 state
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