Michael Kucera
Michael Kucera is a registered investment advisor at Schwartz & CO., based in Bloomfield Hills, MI, with 34 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,835 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schwartz & Co. charges a percentage of your portfolio each year for wealth management and institutional advisory services. The exact fee is negotiable and depends on the amount you invest, the complexity of your situation, and the services you need. The maximum annual fee is 1.5%. Fees are calculated based on the market value of your investments and billed quarterly or monthly.
Location
3707 W. Maple, Bloomfield Hills, MI, 48301
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Michael is the owner of LHC Planning Inc. since 2005, where he sells life, health, disability, and long-term care insurance and fixed annuities, and provides consulting services, dedicating minimal time to this activity.
Employment History
Current Registrations
Gregory J. Schwartz & CO., INC.Broker
Schwartz & CO.
Previous Registrations
Hummel Wealth Management, LLC
On Investment Management CO
Fai Advisors, INC.
The O.N. Equity Sales CompanyBroker
Cambridge Investment Research, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Benefitscorp Equities, INC.Broker
Sigma Financial CorporationBroker
The Great-West Life Assurance CompanyBroker
T. I. Investments, INC.Broker
State Registrations5 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.