Michael Forstl is a registered investment advisor at Exos Asset Management LLC, based in New York, NY, with 35 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. Their firm serves 5 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exos Asset Management's fees vary by client and are negotiable. The firm receives a management or advisory fee, typically calculated based on the net asset value or assets under management. Some private funds may be charged an incentive distribution based on net profits. The firm also manages separately managed accounts (SMAs) and generally charges an annual management fee based on the average value of the SMA's gross assets, and/or a performance fee based on the SMA's performance. Fees may differ among investors in the same private fund.
Location
35 W 35th Street, Fifth Floor, New York, NY, 10001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Exos Asset Management LLC
Exos Securities LLCBroker
Previous Registrations
Exos Asset Management LLC
Morgan Creek Capital Distributors, LLCBroker
Morgan Creek Capital Management, LLC
Ing Investment Management CO.
Ing Investments Distributor, LLCBroker
Rittenhouse Asset Management, INC.
Nuveen Asset Management
Nuveen Investments, LLCBroker
Van Kampen Merritt 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.