Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee Estimator
For wealth management, HFO charges a maximum annual fee of 2.00% on all assets under management. If a portion of the client's assets are managed by Sub-Advisors, Sub-Advisors will charge a management fee, generally ranging from 0.25% to 0.50%, in addition to and separate from HFO’s advisory fees. For Family Office Services, HFO charges a fixed or ongoing fee, not to exceed $250,000, depending on the complexity of the engagement.
Areas of Practice
Advisor Information
Office location
9841 E Bell Rd, Suite 110, Scottsdale, AZ, 85260
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 ActivitiesSells Insurance
Michael is a licensed insurance agent in Arizona and owner of Frost & Associates, LLC, an insurance agency. He is also the co-owner and CIO of Captivated Financial Group, LLC, an investment-related business, dedicating about 10-20% of his time to it. Michael also manages Frost & Frost, LLC, a residential rental property and real estate company.