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Call TradeWell Tax  260-490-2084

Mike Albertson

Mike Albertson

Founder and CEO
Investment Advisor Representative


Phone: 260-490-2084
Fax: 260-490-5956
Email: mike@tradewellfinancial.com

In 2002 Mike entered into the financial services sector as he saw an incredible opportunity to help people. Since those early days his practice has grown into one of the region’s best investment management firms with his unique approach to traditional planning and investment management by introducing a specialized boutique of services.

Mike took his unique business plan utilizing fee-based investment advice, attorneys, CPAs, tax, and insurance professionals to the next level. Following the Strict Fiduciary Standard along with his forward-thinking entrepreneurial vision, the firm now has over 14 full-time associates in his office, all under one roof.

Not only is Mike a Fiduciary and required to set his clients’ interests before his own, he is also a fee-based Investment Advisor Representative. This means that all conflicts need to be disclosed and there can’t be any up-front commissions as they often create a conflict themselves. The way Mike is compensated is from a small percentage of your account balance that comes out on a monthly basis. So, when your balance declines so does his fee. If your balance increases then you both benefit. It’s more like a business partnership as your goals will be aligned.

Book a free consultation with Mike today!



Click here for full schedule

Listen to Mike on:
Your Money With Mike
WOWO 92.3 FM & 1190AM
Saturday, 7:05 - 8:00 AM
Sunday, 6:00 - 7:00 AM
Sunday, 11:00 AM - 12:00 PM
 
 
9604 Coldwater Rd #201
Fort Wayne, IN 46825
260.490.2084