Michael Karbouski
Michael Karbouski is a CFP-designated registered investment advisor at Portico Financial Group, LLC, based in Bentonville, AR, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 103 clients with $29M 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 $100K | 1.10% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $3.0M | 0.30% |
| $3M+ | 0.20% |
Fees are annual and negotiable. Alternative investments are managed for a separate fee of 0.25% - 1.00%.
Fee Estimator
Location
Bentonville, AR
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 independently licensed insurance agent since 2011, selling insurance products. He dedicates minimal time to this activity.
Employment History
Current Registrations
Portico Financial Group, LLC
Previous Registrations
Intervest International, INC.
Vsr Advisory Services
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLC
LPL Financial Corporation
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.