Michael Kurz is a CFP-designated registered investment advisor at Overshare, based in Frisco, TX, 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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4 clients with $2.6M 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 | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.99% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.60% |
Fees may be negotiable in certain cases. Private alternative investments have a separate fee schedule (0.60% under $500k, 0.30% above).
Fee Estimator
Contact
Michael Kurz
Location
6136 Frisco Square Blvd, Suite 400 #1099, Frisco, TX, 75034
Get directionsHistory
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 the Chief Executive Officer of Running Bird Hill, LLC, a business involved in consulting, inventions, and consumer products/technology. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Overshare
Previous Registrations
Cetera Advisor Networks LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Alps Distributors, INC.Broker
Hatteras CapitalBroker
1st Global Capital CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Banc One Securities Corporation
MML Investors Services, INC.
MML Investors Services, INC.Broker
Financial Network Investment CorporationBroker
Edward JonesBroker
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.
Exams
More Advisors
- Paul Lyons, CFPSanders Morris LLC
- Michael Aussieker, CFAOh Cap Asset Management
- Theo Halbardier, CFPThe Financial Sciences Company, LLC
- George Lynas, ChFCEagle Strategies LLC
- Simon Beresford, CFPCorient
- Nathan Nelson, CFPCain, Watters & Associates, LLC