Michael
Herst
Bartlett & Co. Wealth Management LLC
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About this Advisor
Michael Herst is a chartered financial analyst working out of Chicago, Illinois with 4 years of industry experience. Herst is on the advisory team at Bartlett & Co. Wealth Management LLC. During their career, Herst has held roles at Concord Investment Company, Lodestar Investment Counsel, LLC and Bartlett Wealth Management. Herst holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Illinois and Texas. Bartlett & Co. Wealth Management LLC is an advisory company that has its headquarters in Cincinnati, OH. The company has a total of 71 people on staff. It administers $7 billion in assets among its 5,301 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 54 charities and foundations. Of its 5,301 customer accounts, 53% are held by high-net-worth investors who have at least $1 million in investable assets. Bartlett & Co. Wealth Management LLC has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice largely vary depending on which services the firm provides the client. However, fees billed by Bartlett & Co. Wealth Management LLC can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bartlett & Co. Wealth Management LLC Brokerage Details
$6,948,868,876
71
5,301
$1,310,860
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Michael Herst Work History
Michael has been registered as a financial advisor for 4 years.*
Bartlett Wealth Management
Lodestar Investment Counsel, LLC
Concord Investment Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Herst to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bartlett & Co. Wealth Management LLC
Cincinnati, OH
Louisville, KY
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Chicago, IL
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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