Advisor at Braeburn Wealth Management, 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.
Firm
Braeburn Wealth Management, LLC
Location
Muskegon, MI 49442
Credentials
Series 63, Series 65
Industry experience
25 years
Michael Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Braeburn Wealth Management since 2011. Poland is also an independently licensed insurance representative for life and annuity products. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a client-driven discovery process and offers several in-house model strategies, emphasizing equities and incorporating client education through newsletters and workshops.
Based on Braeburn Wealth Management, LLC
Based on Braeburn Wealth Management, LLC
Project-based fees may be charged for larger projects, calculated using hourly rate as a guide
$0+: 1.15% annually for assets invested in Mutual Funds and Exchange Traded Funds $0+: 1.50% annually for assets invested in Stocks
$200 per hour for Financial Planning and Consultation Services
Account minimum: $100,000 Fee-only: Investment Management fees based on percentage of assets under management; Financial Planning and Consultation Services charged hourly or project-based fees at $200/hour
111 West Western Avenue
Muskegon, MI 49442
Michigan · Texas
Braeburn Wealth Management, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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MMG Wealth Management
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MMG Wealth Management
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MMG Wealth Management
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Braeburn Wealth Management, LLC
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