Michael Awwad
Advisor at MDRN Capital
Updated today
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Financial planning fixed fee ranging from $500 to $10,000 per engagement.
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.50% $20,000,001+: Negotiable
Commission-based compensation for insurance products via affiliated insurance entity MDRN Insurance LLC, separate from advisory fees.
Fee-only: Financial planning services fixed fee from $500 to $10,000 per engagement, negotiable based on complexity.
Work history
MDRN Capital, LLC
2024 - Present (2 years)
Edward Jones
2024 - 2024 (1 year)
PNC Investments
2022 - 2024 (2 years)
Huntington Financial Advisors
2021 - 2022 (1 year)
Cetera Investment Advisers LLC
2020 - 2021 (1 year)
Cetera Investment Services Llc
2020 - 2021 (1 year)
GoodLand Township Fire Department
2019 - Present (7 years)
Southern New Hampshire University
2018 - Present (8 years)
Fifth Third Securities, Inc.
2018 - 2020 (2 years)
Huntington Investment Company
2016 - 2018 (2 years)
HUNTINGTON Financial Advisors
2016 - 2018 (2 years)
Investment Professionals, Inc.
2016 - 2016 (1 year)
The Huntington Investment Company
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Karen B
CFP®, Series 66
Bruce Twp, MI
Edward Jones
Karen S
Series 66
Lapeer, MI
Edward Jones
Mark B
Series 63, Series 66
Lapeer, MI
Edward Jones
Todd P
Series 66
Lapeer, MI
Edward Jones
Joseph V
Series 63, Series 65
Metamora, MI
Vitale Wealth Management
Lonnie M
Series 63, Series 65
Lapeer, MI
IP Financial Advisory Services LLC
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