Michael Giese
Michael Giese is a registered investment advisor at Mcg Capital Management, LLC, based in Boston, MA, with 25 years of industry experience. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
MCG receives 0.65% per annum of the aggregate assets invested in the Price funds. Michael Giese receives ordinary commissions on any investment in OTRFX.
Fee Estimator
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an owner of North Trail Capital, LLC and North Trail Capital II, LLC, which are related to private investment partnerships. He also serves as an adviser to these partnerships through MCG Capital Management, LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Mcg Capital Management, LLC
Previous Registrations
Ceros Financial Services, INC.Broker
State Registrations3 states
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