Michael Kuznicki
Michael Kuznicki is a registered investment advisor at Ridgeback Capital Management, based in Bellaire, TX, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 121 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ridgeback Capital Management's standard advisory fee is typically 1% of assets under management. If Ridgeback uses a sub-advisor, the sub-advisor's fee will be deducted from Ridgeback's fee. For example, if Ridgeback's fee is 1% and the sub-advisor's fee is 0.5%, the client pays 1% total, with each firm receiving 0.5%. Fees may vary and are subject to negotiation.
Location
6750 West Loop South, Suite 1080, Bellaire, TX, 77401
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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 ActivitiesSells Insurance
Michael is the president/owner of Mandalay Financial LLC dba Ridgeback Capital Management, a registered investment advisor, since 1999, dedicating full-time hours. He is also a CPA and insurance producer, spending about 10-20% of his time selling and servicing insurance products.
Employment History
Current Registrations
Ridgeback Capital Management
Previous Registrations
Resource Horizons Group, L.L.C.
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.