Michael Natzic is a registered investment advisor at Hilltop Securities INC., based in Big Bear Lake, CA, 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 Alternative Investments. Their firm serves 2,241 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Horizon Program fee is a negotiated annual flat fee, not to exceed 1.75%, billed quarterly in advance. This fee covers investment advice and reporting. The fee is debited from a separate account the client has with Hilltop Securities, not directly from the Horizon account. The value of alternative investments is based on information provided by the product sponsors and administrators, which may be delayed and not current. This fee is in addition to the investment management fees and other expenses charged by the Alternative Investment Funds and Structured Products.
Location
42605 Moonridge Rd, Big Bear Lake, CA, 92315
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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.
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Michael is the Finance Chair for Bear Valley Church and the Vice-Chairman for DOVES of Big Bear Valley, a domestic violence education and services organization. He dedicates minimal time to each of these non-investment related activities.
Employment History
Current Registrations
Hilltop Securities INC.
Hilltop Securities INC.Broker
Previous Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Crowell Weedon & CO.Broker
Crowell Weedon & CO.
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
Stone & Youngberg LLCBroker
The Seidler Companies IncorporatedBroker
RBC Dain Rauscher INC.Broker
Sutro & CO. IncorporatedBroker
State Registrations52 states
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