Michael Weaver is a registered investment advisor at North Capital, based in West Orange, NJ, with 14 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 182 clients with $370M 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 $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees vary by schedule. The Salt Lake schedule ranges from 0.95% down to 0.25%. The Sea Island schedule charges 1.25% for all assets. Non-discretionary reporting is 0.15% per year. Fees are negotiable.
Fee Estimator
Location
West Orange, NJ
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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 Secretary, Co-portfolio manager, and Project Manager for North Capital Funds Trust. He is also a Managing Director and Portfolio Manager at North Capital, Inc., spending about half his time on trading, investment strategy, and asset management. Additionally, Michael is a Managing Director at North Capital Investment Technology Inc. and works at North Capital Administrator Services for a few hours per week.
Employment History
Current Registrations
North Capital
North Capital Private Securities Corporation
North Capital Private Securities CorporationBroker
Previous Registrations
North Capital
Banc of America Securities LLCBroker
State Registrations51 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.
Exams
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