MO
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Michael Ohiggins

19 Years of Experience
Miami Beach, FL
1 DisclosureSells Insurance

Michael Ohiggins is a registered investment advisor at Ohiggins Asset Management INC, based in Miami Beach, FL, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 75 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
75 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$152.3M

Fee Structure

Minimum Investment:$1M
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is 0.25% per quarter for Income (predominantly bond) accounts and 0.25% per quarter for the MOAR Strategy options, which annualizes to 1%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Miami Beach, FL

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History

Regulatory History (1)
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Customer Dispute
April 2011
Settled
Other Business ActivitiesSells Insurance

Michael is a co-owner of Whealth Watchers International, Inc., a startup company established to sell health insurance, though currently inactive. He also manages Surclub Partners, LLC, a real estate investment company, dedicating minimal time to it.

Employment History
Current Registrations
Ohiggins Asset Management INC
September 2006 - Present · 19 yrs 8 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
Michael Ohiggins - Financial Advisor | TrueAdvisor