Michael Voltz is a registered investment advisor at Voltz Asset Management INC., based in Bay Shore, NY, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $15M 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 $20K | 10.00% |
| $20K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Bay Shore, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Voltz Asset Management INC.
State Registrations1 state
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