Michael Castro is a CFP-designated registered investment advisor at Contango Wealth Management LLC, based in Oakland, CA, with 26 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 94 clients with $120M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
1901 Harrison Street, Suite 1176, Oakland, CA, 94612
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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 Activities
Michael is a dual employee of Charles Schwab Bank, referring bank products such as HELOCs, mortgages, and investor checking products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Contango Wealth Management LLC
Previous Registrations
Marin Wealth Advisors LLC
Marin Wealth Advisors LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Gleacher & Company Securities, INC.Broker
Thomas Weisel Partners LLCBroker
Nationsbanc Montgomery Securities LLCBroker
Montgomery SecuritiesBroker
State Registrations1 state
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