Mikel Zeidenstein is a CFA-designated registered investment advisor at Meeder Advisory Services, INC., based in Dublin, OH, with 7 years of industry experience. Mikel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,800 clients with $2.1B 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 $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and vary based on program. Fees for the Managed Account Program may include an additional 0.10% for each tier.
Fee Estimator
Location
6125 Memorial Dr, Dublin, OH, 43017
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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
Mikel is the CIO of Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.L.C., both financial services firms. He dedicates full-time hours to portfolio analysis, trading, investment committee leadership, fund manager interaction, and client servicing at both firms.
Employment History
Current Registrations
Meeder Advisory Services, INC.
Previous Registrations
Lincoln Investment
Lincoln InvestmentBroker
State Registrations1 state
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