Joseph Michaud is a registered investment advisor at Michaud Capital Management LLC, based in Denver, CO, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Michaud Capital Management (MCM) does not have a set fee schedule for investment management. Fees are customized based on the scope of services, the size and complexity of your investments, and whether the relationship is discretionary. MCM may impose a minimum fixed fee of $50,000 per year. The consulting fee is generally an annual fee, payable in quarterly installments, billed in advance.
Location
200 Fillmore St., Ste 300, Denver, CO, 80206
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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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Joseph is a part owner of Crusonia Wealth Advisors, LLC, a registered investment advisor, since March 2024. He dedicates minimal time to this activity.
Employment History
Current Registrations
Michaud Capital Management LLC
Previous Registrations
Prairie Capital Management, LLC
Umb Financial Services, INC.
State Registrations2 states
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.