Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Principium Investments charges an annual flat fee based on assets under management. For accounts under $500,000, the fee is 1.50%. For accounts between $500,001 and $1,000,000, the fee is 1.25%. For accounts over $1,000,000, the fee is 1.00%. Financial planning and non-legal estate planning services are normally provided to investment management clients at no extra cost. Stand-alone consulting services range from $250 to $500 hourly, and $5,000 to $10,000 monthly on a fixed fee basis.
Areas of Practice
Advisor Information
Office location
Boulder, CO
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is a registered investment advisor with Sarasota Asset Management in Sarasota, FL, since 2003.