MD
MD

Michael Druckman

16 Years of Experience
1 Disclosure

Michael Druckman is a registered investment advisor at Envision Capital Management LTD, based in Scottsdale, AZ, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42 clients with $41M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
42 clients
Average Client Portfolio
$970K average
Assets Under Management
$40.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

Account size minimum may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10245 E. Via Linda Blvd., Suite 110, Scottsdale, AZ, 85258-5316

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History

Regulatory History (1)
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Regulatory
February 2011
Final
Other Business Activities

Michael holds personal assets in single-purpose LLCs (ECM Ltd Properties LLC and BFE 324 LLC) and is a passive investor in Toal Method LLC and World Music Stage (WMS). He is also the statutory agent for Toad in the Hole Productions LLC, owned by his daughter; Michael spends minimal time on these activities.

Employment History
Current Registrations
Envision Capital Management LTD
April 2009 - Present · 17 yrs
State Registrations1 state
AZ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.