Michael Kothakota is a CFP-designated registered investment advisor at Wolfbridge Wealth, based in Durham, NC, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 43 clients with $69M 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 $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Annual fees are negotiable in certain cases. At no time will your fee exceed 3%.
Fee Estimator
Location
4819 Emperor Boulevard, Suite 400, Durham, NC, 27703
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Michael is a lecturer at Columbia University and an adjunct professor at New York University. He dedicates minimal time to each role.
Employment History
Current Registrations
Wolfbridge Wealth
Previous Registrations
Edward Jones
State Registrations1 state
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.