Michael Weaver is a registered investment advisor at North Capital, based in West Orange, NJ, with 14 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, High Net Worth, Investment Management. Their firm serves 167 clients with $290M 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% |
Fee schedule is for Salt Lake clients. Sea Island clients pay 1.25% per year on all assets. A non-discretionary reporting fee of 0.15% per year also applies. Fees are negotiable.
Fee Estimator
Location
West Orange, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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