Michael Hakerem
Advisor at Kingswood Wealth Advisors, LLC
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 Kingswood Wealth Advisors, LLC
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
Raleigh, NC 27612
Credentials
CFA®, Series 63, Series 65
Industry experience
19 years
Michael Hakerem is a CFA® charterholder with 19 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC. His prior roles include positions at Glenwood Financial Partners, Eudaimonia Partners, and Great Lakes & Atlantic Wealth Managers and Advisory Partners. In addition to his advisory work, he is the sole proprietor of Empowered Portfolios, LLC, a research and analytics firm focused on fintech providers, financial markets, and macroeconomic factors. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and ERISA plan consulting.
Based on Kingswood Wealth Advisors, LLC
Based on Kingswood Wealth Advisors, LLC
Flat fees negotiated for administrative or consultation services, typically $100 to $3,000
up to 2.5% annually (negotiable, varies by client and advisor)
Certain financial advisors may receive commissions on sale of securities or insurance products separately from advisory fees
Hourly fees up to $300/hour for financial consulting services
Account minimum: $100,000 Minimum fee: $20 quarterly fee for accounts below $100,000 Fee-only: Flat fees typically range from $100 to $3,000 for financial consultation services; hourly rates up to $300/hour; institutional consulting fees range from $10,000 to $100,000 per project or annually
3717 National Drive, Suite 211
Raleigh, NC 27612
North Carolina
Kingswood Wealth Partners
2024 - Present (2 years)
Glenwood Financial Partners, LLC
2018 - Present (8 years)
Eudaimonia Partners, LLC
2018 - 2024 (6 years)
Great Lakes & Atlantic Wealth Managers and Advisory Partners
2017 - 2018 (1 year)
Empowered Portfolios, Llc
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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