Michael Rebibo is a CFP-designated registered investment advisor at Ategra Capital Management, LLC, based in Vienna, VA, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 2 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Funds pay an asset-based investment management fee ranging from 0% to 1.00% per annum, charged in advance. An affiliate also charges performance-based compensation ranging from 0% to 20% subject to a hurdle rate and loss carryforward. Fees are negotiable for principals, employees, affiliates, and large or strategic investors.
Fee Estimator
Location
8229 Boone Blvd Suite 300, Vienna, VA, 22182
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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 Activities
Michael is a Managing Partner at Jera Partners, LLC (real estate asset manager) and Jera Capital Management, LLC (real estate investment company). He also serves as a Director at Trustar Bank, chairing the ALCO committee and attending monthly board meetings. These activities take a few hours per week.
Employment History
Current Registrations
Ategra Capital Management, LLC
Previous Registrations
1st Portfolio Wealth Advisors
1st Portfolio Wealth Advisors
State Registrations1 state
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
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