Michael
Burgher

Fidelity Personal And Workplace Advisors

CRD#7811312
Investment Advisor
in Farmington, MI

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About this Advisor

Michael Burgher is a financial advisor based in Farmington, Michigan, working with Fidelity Personal And Workplace Advisors. Michael has previously held positions at Fidelity Investments, Symmetry Financial Group, Amazon Inc, Rock Central Dba Rocket Central, Whiting Law, Haron Law Group, Wayne State University Law School, Quicken Loans Nka Rocket Mortgage, and Wittenberg University. Michael has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Michael is part of Fidelity Personal And Workplace Advisors, which operates out of Farmington, Michigan. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

30200 Northwestern Hwy
Farmington, MI 48334-3296

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

MI Average: $16,012,751,954
Total Number of Employees

15,424

MI Average: 118
Total Number of Accounts

1,991,043

MI Average: 4,567
Average Account Size

$411,230

MI Average: $3,506,186

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
  • Educational seminars/workshops

Michael Burgher Work History

2023 - Present (2 years)

Fidelity Investments

2023 - 2023 (< 1 year)

Symmetry Financial Group

2022 - 2023 (1 year)

Amazon Inc

2020 - 2022 (2 years)

Rock Central Dba Rocket Central

2018 - 2019 (1 year)

Whiting Law

2018 - 2018 (< 1 year)

Haron Law Group

2017 - 2020 (3 years)

Wayne State University Law School

2015 - 2017 (2 years)

Quicken Loans Nka Rocket Mortgage

2011 - 2015 (4 years)

Wittenberg University

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Disclosures

Please visit the SEC profile of Michael Burgher 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 Fidelity Personal And Workplace Advisors

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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