Michael Hart is a CFA-designated registered investment advisor at Hemispheres Investment Management, based in San Marcos, CA, with 15 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. Their firm serves 50 clients with $15M 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 $1.0M | 1.00% |
| $1.0M - $6.0M | 0.85% |
| $6M+ | 0.70% |
0.55% on assets under management for investment grade fixed income assets; 0.85% of assets under management for below investment grade fixed income assets. Fees are negotiable for institutional investors.
Fee Estimator
Location
San Marcos, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hemispheres Investment Management
Previous Registrations
Hemisphere Asset Management, INC.
State Registrations1 state
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