Michael Wertz is a registered investment advisor at Deep Blue Investment Advisors, based in Tampa, FL, 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 Investment Management. Their firm serves 33 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Standard separately managed accounts are charged an annual rate of 0.25%, which may be tiered down or negotiated. Fees for specific pools within the Florida and Texas Fixed Income Trusts range from 0.12% to 0.20% annually.
Fee Estimator
Location
5502 N. Nebraska Avenue, Tampa, FL, 33604
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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
Deep Blue Investment Advisors
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.
Exams
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