Michael Overturf
Michael Overturf is a registered investment advisor at C & S Capital Management, INC., based in Little Rock, AR, with 21 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, Investment Management. Their firm serves 29 clients with $34M 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 $400K | 1.00% |
| $400K+ | 0.75% |
For trusts with co-trustees, the annual fee is 1.00% on all assets. Fees may be negotiable in some instances. For clients retained before the date of this regulatory filing, fees may be different than described above.
Fee Estimator
Location
204 Executive Court, Ste 303, Little Rock, AR, 72205
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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 President of C & S Business Services, a bookkeeping service, since 2000. He dedicates minimal time to this business, which is not investment-related.
Employment History
Current Registrations
C & S Capital Management, INC.
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.