Michael Shafir is a registered investment advisor at Clover Partners, L.P., based in Dallas, TX, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $62M 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 | 1.00% |
Applies to the fund. Separately managed account fees are negotiated. In addition to asset-based fees, the fund pays a 20% performance fee on net profits for qualified clients.
Fee Estimator
Location
Dallas, TX
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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 →Other Business Activities
Michael is the 100% owner of Shaqfir, LLC, which owns a rental property. He pays a management company to oversee the property and spends minimal time on this activity.
Employment History
Current Registrations
Clover Partners, L.P.
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
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