Michael Murkins is a CFP-designated registered investment advisor at Lexaurum Advisors, based in Ankeny, IA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,230 clients with $1.3B 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
1250 SW State St, Ankeny, IA, 50023
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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
Lexaurum Advisors
Previous Registrations
Syverson Strege
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Principal Funds Distributor, INC.Broker
Directed Services 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.