| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10,000,001.
814 Ponce De Leon Blvd., Suite 500-B, Coral Gables, FL, 33134
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Learn about disclosures →Michael is an advisor representative at Castleview Partners, dedicating about 10-20% of his time to financial and investment planning. He also works full-time as an investment advisor at Huerta & Lynch, focusing on financial and investment planning.