Michael Antczak is a CFP-designated registered investment advisor at Evensky & Katz/foldes Wealth Management, based in Coral Gables, FL, with 13 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,184 clients with $3.1B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under special circumstances. Current client relationships may exist where the fees are higher or lower than the fee schedule above. Employees and their family related accounts may be charged a reduced fee, or no fee, for our services.
Fee Estimator
Location
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL, 33146
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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 a real estate agent for Global Luxury Realty since 2020, spending minimal time on this activity. He primarily uses his license for personal and family real estate transactions.
Employment History
Current Registrations
Evensky & Katz/foldes Wealth Management
Previous Registrations
United Capital Financial Advisors
Goldman Sachs & CO. LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PNC Investments
PNC InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations5 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.