MH
MH
Michael Heridia
28 Years of Experience
Wimberley, TX
1 Disclosure
Michael Heridia is a registered investment advisor at Rubicon Investment Management & Analytics, based in Wimberley, TX, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$1.1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 1.5% to 2.5% depending on client classification and account size. Accredited investors may also pay an incentive allocation of up to 20% of profits above prior losses each month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Wimberley, TX
Get directionsHistory
Regulatory History (1)
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Financial
December 2017Final
Employment History
Current Registrations
Rubicon Investment Management & Analytics
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Synergy Investment Group, LLC
April 2006 - November 2007 · 1 yr 7 mos
Raymond James Financial Services
December 1997 - April 2006 · 8 yrs 4 mos
State Registrations1 state
TX
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.