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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Annuities
    • -Business Insurance
    • -Other Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Investacorp Advisory Services Inc 10 years, 8 months Jan 2009 - Present
Investacorp Inc 10 years, 8 months Jan 2009 - Present
Ladenburg, Thalmann & Co., Inc. 6 years, 2 months Nov 2002 - Jan 2009

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Michael Mundo

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Answers

Ask a financial questionAsk a question
After 25 yrs i just found out they dont need me. What do i do with my 401k? Company matched.i am 60 yrs old.
First Sorry to hear about your Job. This can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your old employer-sponsored retirement plan.Some people choose to roll ove...  (more)
Answered Mar 2015
After 25 yrs i just found out they dont need me. What do i do with my 401k? Company matched.
I just went over this with one of our clients last week. I'm very sorry to hear you lost your job as well.This can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your...  (more)
Answered Mar 2015
I want to Know how much i have on my 401k to cash out and i you have a phone were i can call? Thanks?
If you’re still employed with the company I would first check with HR and make sure they have a loan prevision on the Plan. If that’s the case most plans let you take 50% up to $50,000. You will have to pay that back on a set interest rate. It’s like taking a loan from yourself. If it for a first ti...  (more)
Answered Mar 2015
I no longer work for lowes. How do I withdraw my 401k?
Mindy do you want to take the money out completely? If so you will have to pay a penalty and taxes on the funds. Unless it’s an emergency keep the funds in the IRA. The best course would be do a direct roll over to a Roll-over IRA. Contact HR from Lowes and they will be able to give you the forms to...  (more)
Answered Mar 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 22, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 22, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Investacorp Advisory Services Inc

    Last updated on March 29, 2019
      • $2.4B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 7K
        Accounts
      • $340.2K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Other