Michael Organ is a registered investment advisor at Cap Partners, LLC, based in Franklin, TN, with 18 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 399 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAP Partners manages investments for a fee based on the value of your portfolio. The percentage you pay decreases as your portfolio grows, but the exact fee is negotiable.
Here are the general ranges:
- Less than $500k: 1.25% - 2.00%
- $500k - $2.5MM: 1.00% - 2.00%
- $2.5MM - $5MM: 0.75% - 2.00%
- $5MM+: 0.50% - 2.00%
The fee is charged quarterly in advance.
Location
109 International Drive, Suite 210, Franklin, TN, 37067
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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 provides financial services and consulting services to small businesses. The filing does not specify how much time Michael dedicates to these activities.
Employment History
Current Registrations
Cap Partners, LLC
Previous Registrations
Victory Capital Management INC.
Compass Advisory Partners LLC
Compass Efficient Model Portfolios, LLC
State Registrations3 states
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.