Michael Vogel
Michael Vogel is a CFA, CFP-designated registered investment advisor at Gencap Portfolio Management, based in Tiburon, CA, with 16 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. Their firm serves 192 clients with $400M 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Location
1100 Mar West Street, Suite C, Tiburon, CA, 94920
Get directionsHistory
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 ActivitiesSells Insurance
Michael is an independent licensed insurance agent and a real estate broker or dealer.
Employment History
Current Registrations
Gencap Portfolio Management
Previous Registrations
Sanctuary Wealth Advisors LLC
Quantum Capital Management
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.