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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Wealth management fees are based on the average daily balance of assets under management and range from 0.20% to 1.00% annually. Stand-alone financial planning services are offered for a fixed fee ranging from $10,000 to $100,000. Fees may be negotiable. Advisory-only investment services may be charged a fixed asset-based fee ranging from 0.20% – 1.00%.
Areas of Practice
Advisor Information
Office location
18851 NE 29th Avenue, Suite 400, Aventura, FL, 33180
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 the Young Leadership Chair for the Greater Miami Jewish Federation since 2015, mobilizing human resources. He spends a few hours per week on this activity, with minimal time during securities hours.