Michael Koenig
Advisor at Firstrust
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.
Firm
Firstrust
Location
Daytona Beach, FL 32114
Credentials
CFP®, Series 65
Industry experience
27 years
About
Michael Koenig is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been with Firstrust since 1999. Firstrust serves individuals, families, businesses, and related entities by providing comprehensive financial planning, trust and estate services, and investment management. The firm employs a value-oriented, long-term investment approach guided by an Investment Committee and integrates tax-aware and situational planning into client solutions.
Client services
Based on Firstrust
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Firstrust
Wealth management
General estate planning guidance
General tax planning
Fee options
Limited Scope Advisory Services: flat annual fee based upon scope and complexity; payable quarterly, in advance.
N/A - N/A: Flat percentage fee ranges from 0.85% to 0.50% based on relationship size and complexity (a single flat percentage applied to entire portfolio, no tiered schedule)
Account minimum: $15,000 annual minimum fee generally applies, subject to adjustment at Management's discretion. Minimum fee: $15,000 annual minimum fee generally applies, subject to adjustment at Management's discretion. Fee-only: Fee-only financial planning and investment management services, no commissions or third-party incentives accepted.
Location
113 Executive Circle
Daytona Beach, FL 32114
Most active in
Michael K has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
Work history
Firstrust
1999 - Present (27 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Series 63, Series 66
Deland, FL
Kehoe Investment Services, Inc
Seth H
CFP®, Series 63, Series 65, Series 66
Ormond Beach, FL
Seth Heine LLC
Soo L
Series 63, Series 66
New Smyrna Beach, FL
Wealth Planning Advisors LLC
Paul W
CFA®
Ponce Inlet, FL
Beofor Capital LLC
Richard H
Series 65
New Smyrna Beach, FL
Hebert Investment Advisors, Inc.
Kevin H
Series 63, Series 65
Ormond Beach, FL
Paracca Financial Group
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