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Michael Grizzard

22 Years of Experience
Henrico, VA

Michael Grizzard is a registered investment advisor at Elemental Capital Management, LLC, based in Henrico, VA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 33 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
33 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$43.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M2.00%
$2.0M - $5.0M1.00%
$5M+0.50%

Investment management fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Henrico, VA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Elemental Capital Management, LLC
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
Redmond Asset Management, LLC
April 2006 - August 2008 · 2 yrs 4 mos
Wachovia Securities, LLC
April 2004 - August 2005 · 1 yr 4 mos
UBS Financial Services INC.
January 2003 - April 2004 · 1 yr 3 mos
State Registrations1 state
VA
Advisor

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
No exam information available for this advisor.
Michael Grizzard - Financial Advisor | TrueAdvisor