Michael Wissel
Michael Wissel is a registered investment advisor at Howard Capital Management Group, LLC, based in Westminster, MD, with 24 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, High Net Worth, Investment Management. Their firm serves 561 clients with $2.6B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fixed income schedule: up to $2.5M at 0.60%, $2.5M-$5M at 0.50%, $5M-$10M at 0.40%, $10M+ at 0.35% (minimum annual fee $6,000). Equity schedule has a minimum annual fee of $10,000.
Fee Estimator
Location
Westminster, MD
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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
Howard Capital Management Group, LLC
Previous Registrations
Howard Capital Management
State Registrations3 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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