Carl Szasz
Carl Szasz is a registered investment advisor at Verde Capital Management, INC., based in Clarkston, MI, with 16 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 771 clients with $750M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.40% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fee Estimator
Location
8031 Ortonville Road, Suite 210, Clarkston, MI, 48348
Get directionsHistory
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 ActivitiesSells Insurance
Carl is involved in several outside business activities, including real estate management (Verde Real Estate), a horse farm (Narrin Farms, LLC), and a homeowner's association (Starbluff Homeowner's Association). He also sells a medical cost sharing program (Sedera) and manages an AirBnb rental property.
Employment History
Current Registrations
Verde Capital Management, INC.
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations2 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.