Joseph Michalski
Advisor at Fortified Wealth Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fortified Wealth Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Northglenn, CO 80234
Credentials
Series 63, Series 65
Industry experience
27 years
Joseph Michalski is a financial advisor with Fortified Wealth Strategies, Inc. in Northglenn, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Kestra Financial Services, and Nfp Securities. Outside of advisory work, he serves as an adjunct professor at the University of Colorado, teaching a business school course. Fortified Wealth Strategies serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing financial planning and investment advisory services. The firm manages client portfolios on a non-discretionary basis, utilizing custom allocation models and third-party managers, with an emphasis on strategic asset allocation and periodic rebalancing.
Based on Fortified Wealth Strategies, Inc.
Based on Fortified Wealth Strategies, Inc.
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually Over $10,000,000+: Negotiable
Insurance commissions earned separately, approximately 10% or less of advisor's time/income
Hourly fee arrangements available in rare circumstances; rates quoted in advance
Fee-only: Financial planning fees range between $10,000 and $30,000; hourly rates available in rare circumstances
10465 Melody Drive, Suite 202
Northglenn, CO 80234
Colorado
Fortified Wealth Strategies, Inc.
2020 - Present (6 years)
Cambridge Investment Research Advisors, Inc.
2019 - 2021 (2 years)
Kestra Financial Services, Inc
2016 - 2019 (3 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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