| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Salt Lake Asset-based Advisory Fee
West Orange, NJ
Get directionsNo 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 →Michael is the Secretary, Co-portfolio manager, and Project Manager for North Capital Funds Trust. He is also a Managing Director and Portfolio Manager at North Capital, Inc., spending about half his time on trading, investment strategy, and asset management. Additionally, Michael is a Managing Director at North Capital Investment Technology Inc. and works at North Capital Administrator Services for a few hours per week.