Michael Tate is a PFS-designated registered investment advisor at Tate Private Wealth Advisers, based in Sacramento, CA, with 19 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, Retirement Planning. Their firm serves 265 clients with $290M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.88% |
| $10M+ | 0.88% |
Fees are negotiable for accounts greater than $10,000,000. Minimum annual fee of $5,000. In instances where the majority of a Client’s account is invested in fixed income securities, the Client’s Adviser reserves the right to offer a reduced Cost of Services.
Fee Estimator
Location
1545 River Park Drive, Suite 375, Sacramento, CA, 95815
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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 →Employment History
Current Registrations
Tate Private Wealth Advisers
Previous Registrations
Hb Consulting
State Registrations1 state
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