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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. *Comparable services may be found elsewhere for lower fees.
Fee Estimator
Investment supervisory services are charged based on assets under management. The fees are negotiable depending upon the needs of the client and complexity of the situation. Financial planning services are offered for an hourly fee of $250, which is also negotiable. Clients may terminate their accounts without penalty within 5 business days of signing the advisory contract. Fees for all services provided will be due upon termination.
Areas of Practice
Advisor Information
Office location
4639 Corona Dr, Ste 9, Corpus Christi, TX, 78411
Get directionsRegulatory History (3)
Employment Separation After Allegations
October 2007Employment Separation After Allegations
October 2007Customer Dispute
August 2007Other Business ActivitiesSells Insurance
Michael is an agent/owner of CFO Financial LLC since 2003, spending full-time on this activity. He is also an agent with 49% ownership in Money Central Inc. since 2006, dedicating about half of his time. Michael is also an agent/owner of Bosque Financial, Inc. since 2009, which provides accounting, insurance, and mortgage services.