MK
CFA
MK
CFA

Michael Krushena

8 Years of Experience

Michael Krushena is a CFA-designated registered investment advisor at Boyd Watterson Asset Management, LLC, based in Bloomfield, MI, with 8 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 1,070 clients with $18B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,070 clients
Average Client Portfolio
$17.1M average
Assets Under Management
$18.3B

Fee Structure

Investment management only (planning not offered)

Boyd Watterson's fees are based on a percentage of the assets they manage and are negotiated with clients. The fees vary depending on the type of portfolio (fixed income, equity, international equity) and the amount invested.

For example:

  • Non-institutional fixed income portfolios: 0.50% of all assets.
  • Non-institutional equity portfolios: 1.0% of all assets.
Loading...

Location

121 W. Long Lake, Suite 350, Bloomfield, MI, 48304

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Boyd Watterson Asset Management, LLC
October 2017 - Present · 8 yrs 6 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
Michael Krushena - Financial Advisor | TrueAdvisor