Michael Vogel is a ChFC-designated registered investment advisor at Aza Capital Management, based in Waunakee, WI, 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 Investment Management, Retirement Planning. Their firm serves 344 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AZA Capital Management charges an annual investment advisory fee based on the value of your investments and the services provided. This fee typically ranges from 0.40% to 1.20% per year. AZA may also use a flat dollar fee in certain circumstances. All fees are subject to negotiation.
Location
Waunakee, WI
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Regulatory History (1)
Customer Dispute
December 2013Other Business Activities
Michael owns M.C. Vogel, LLC (MCV) since 2002, which handles administrative and employee support functions for him. Michael is an IA Representative of AZA Capital Management.
Employment History
Current Registrations
Aza Capital Management
Previous Registrations
Arete Wealth Advisors, LLC
Interocean Capital, LLC
Ipi Wealth Management, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.
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.