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 $100K | 1.50% |
| $100K+ | 1.00% |
Annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Asset management fees are based on a percentage of assets under management, and may be negotiable. Financial planning is charged hourly at $500/hour. They may refer clients to Third Party Managers and receive a portion of the fee. For Gradient Investments, LLC, fees range from 1.00% to 2.00% annually, depending on the portfolio type. A $25,000 minimum is required to open an account.
Areas of Practice
Advisor Information
Office location
2144 Seven Springs Blvd, New Port Richey, FL, 34655
Get directionsRegulatory History (1)
Judgment / Lien
November 1995Other Business ActivitiesSells Insurance
Michael is an insurance agent with Bay Area Wealth Management, LLC since 2019. He also has several other business activities, including being a part owner in Bay Area Tax Specialists, Jamap Home Builders LLC, Fernluci Digital Marketing, and 800 S Florida, LLC, as well as a sub-contractor for legal services.