Michael Pautauros
Michael Pautauros is a registered investment advisor at Commoncents Wealth Advisors, LLC, based in New Port Richey, FL, with 17 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 198 clients with $19M 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 $100K | 1.50% |
| $100K+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When utilizing the OPS Platform, the total fees for the OPS Program are in addition to the fees charged by CWA. The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month. Fees for OPS services include Administration Fees (reporting and accounting services – ranging from 0.15% - 0.45%), Account Maintenance Fees ($25 or $50 per account annually), and Strategist Fees (range from 0.0% to 0.10%).
Fee Estimator
Location
2144 Seven Springs Blvd, New Port Richey, FL, 34655
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 1995Other Business ActivitiesSells Insurance
Michael is an insurance agent with Bay Area Wealth Management, LLC since 2019. He also has several other business activities, including being a part owner in Bay Area Tax Specialists, Jamap Home Builders LLC, Fernluci Digital Marketing, and 800 S Florida, LLC, as well as a sub-contractor for legal services.
Employment History
Current Registrations
Commoncents Wealth Advisors, LLC
Previous Registrations
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Farm Vp Management CORP.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 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.