Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on assets under management (AUM) or a fixed dollar amount, as negotiated. The maximum annual fee for WealthTrust DBS Strategies is 1.25%. Discretionary accounts have a maximum AUM fee of 1.25%, while non-discretionary accounts have a maximum of 1.55%. Fees may be negotiable. Financial planning fees range from $150-$250 hourly or a flat fee of $1,000-$5,000. Retirement plan advisory services are negotiated. Consulting services for wealth management are charged at 1% of assets.
Areas of Practice
Advisor Information
Office location
4458 Legendary Dr., Suite 140, Destin, FL, 32541
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.
Learn about disclosures →Other Business Activities
Michael occasionally contributes to Seeking Alpha, an investment website, spending minimal time when active. He is currently not actively contributing.