Michael Wachsler is a registered investment advisor at Vertrix Wealth Management, LLC, based in Houston, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15M+ | 0.75% |
Advisory fees may be negotiable at the firm's discretion based on factors such as account size and overall client relationship.
Fee Estimator
Location
One Riverway, Suite 1700, Houston, TX, 77056
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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
Vertrix Wealth Management, LLC
Previous Registrations
Greystone Financial Group, LLC
Polaris Greystone Financial Group, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Rj Capital
Mercer Global Advisors INC.
Rj Capital
Century Management
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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