Michael David Mohlman

San Blas Advisory, INC.

26 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

San Blas Advisory, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

446 clients

Average Client Portfolio

$300K average

Assets Under Management

$133.7M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.75%
$2.0M - $5.0M	1.50%
$5.0M - $10.0M	1.25%
$10M+	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

200 East Main Street, STE 530, Fort Wayne, IN, 46802

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

July 2001

View Full SEC Report How to Read Disclosures

Other Business Activities

Michael is involved with Mohlman Wealth Management since 2017 at the reported business location. He also assists clients with asset allocation of their charitable funds through Fidelity Charitable since 2022 and receives no compensation for this activity.