Michael Stanton is a CFP-designated registered investment advisor at Alpine Private Wealth, based in Santa Rosa Beach, FL, 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 Investment Management. Their firm serves 279 clients with $1.2B 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 $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
These fees apply to Core Separate Accounts - Equity. Core Separate Accounts - Fixed: First $10 million 0.35%, Next $10 million 0.30%, Remainder 0.25%. Mutual Funds & Limited Partnerships: First $10 million 0.35%, Next $10 million 0.30%, Remainder 0.25%. APW’s affiliated investment adviser, ACR, charges management fees up to 0.65% for the first $10 million, 0.60% for over the next $10 million, and 0.55% for balance over $20 million of the fee listed above. This fee is separate and in addition to the wealth advisory fee represented in the schedule above. On investments in the ACR Funds, ACR pays APW up to 0.25% on invested balances.
Fee Estimator
Location
6295 US Highway 98, Suite 300, Santa Rosa Beach, FL, 32459
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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.
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Michael is a Managing Director at Alpine Private Capital, LLC, a registered investment advisor, focusing on high net worth client management. He dedicates about a quarter of his time to this investment-related business.
Employment History
Current Registrations
Alpine Private Wealth
Previous Registrations
Imst Distributors, LLCBroker
Acr Alpine Capital Research, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Edward JonesBroker
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.