Michael Underhill
Michael Underhill is a registered investment advisor at Capital Innovations, LLC, based in Waukesha, WI, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $370M 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 $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100.0M - $200.0M | 0.50% |
| $200M+ | 0.50% |
Fees negotiable on assets > $200mm
Fee Estimator
Location
N19W24400 Riverwood Dr, Suite 350, Waukesha, WI, 53188
Get directionsHistory
Regulatory History (1)
Criminal
October 1990Other Business Activities
Michael is a partner/owner/officer at Capital Innovations, LLC, an investment management firm, dedicating nearly full-time hours to portfolio management. He is also a partner at Teton Wellness Partners, a wellness-focused venture capital firm, dedicating minimal time to this activity.
Employment History
Current Registrations
Capital Innovations, LLC
Previous Registrations
Mit Associates, LLCBroker
Mit Associates, LLCBroker
Delta Securities Company LLCBroker
79 Capital Securities, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Alliance Fund Distributors, INC.Broker
A I M Distributors, INC.Broker
Fund Management CompanyBroker
A I M Distributors, INC.Broker
Janus Distributors, INC.Broker
Federated Securities CORP.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.