MP
CFP
MP
CFP

Michael Parikh

21 Years of Experience
Dallas, TX
Sells Insurance

Michael Parikh is a CFP-designated registered investment advisor at M Street Capital, LLC, based in Dallas, TX, with 21 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, Investment Management. Their firm serves 10 clients with $9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$900K average
Assets Under Management
$9.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

M Street Capital offers investment management through a wrap fee program. The annual fee ranges from 0.50% to 1.75% of your portfolio, depending on factors like the amount of assets managed, account composition, and the complexity of the engagement. This fee covers both advisory and brokerage services. The fee is paid quarterly in advance, based on the value of your account at the end of the prior quarter.

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Location

Dallas, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael owns M Street Capital, LLC, a private entity established to facilitate securities, advisory, and insurance business, since 2014. He spends all of his time during business hours on this activity.

Employment History
Current Registrations
M Street Capital, LLC
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Commonwealth Financial Network
May 2023 - November 2023 · 6 mos
Pw Global Advisors
May 2008 - December 2017 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - May 2008 · 3 yrs 7 mos
State Registrations1 state
MA
Advisor

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.

Exams
No exam information available for this advisor.
Michael Parikh - Financial Advisor | TrueAdvisor