Michael Stavar is a CFP-designated registered investment advisor at Chilton Capital Management LLC, based in Houston, TX, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 879 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.40% |
Fee schedule for Institutional Separate Accounts with a minimum of $5,000,000 invested in the Strategic Equity Strategy. Other strategies have different fee schedules.
Fee Estimator
Location
1177 West Loop South, Suite 1200, Houston, TX, 77027-9062
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Regulatory 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 is the CFO and a minority owner of JMC Global, a logistics company, since 2009. This activity requires a few hours per week.
Employment History
Current Registrations
Chilton Capital Management LLC
Previous Registrations
Chilton Capital Management Advisors INC.
Ofi Institutional Asset Management, INC.
State Registrations1 state
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