Michael Kolb is a CFP-designated registered investment advisor at Kintra Wealth, LLC, based in Williamsport, PA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 552 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable. Certain fee arrangements may include a bundled fee for financial planning and investment management services.
Fee Estimator
Location
1000 Commerce Park Drive, Suite 416, Williamsport, PA, 17701
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Regulatory History
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 →Other Business Activities
Michael is an appropriations committee member for the Lycoming County United Way, a non-profit organization. This activity is not investment-related.
Employment History
Current Registrations
Kintra Wealth, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
State Registrations1 state
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.