Michael Willitzer is a registered investment advisor at Blue Jay Financial Group, LLC, based in Defiance, OH. 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 284 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Jay Financial Group charges a fee based on a percentage of the value of your portfolio. The specific fee is agreed upon in your investment advisory agreement, with a maximum annual fee of 2.00% on all asset levels. The fee is calculated on the market value of your portfolio and is typically billed quarterly in advance. Fees may be negotiable based on the size of the account, complexity of the portfolio, or other reasons. Employees and their family members may be charged a reduced fee.
Location
509 Fourth Street, Defiance, OH, 43512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Blue Jay Financial Group, LLC
State Registrations1 state
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