Michael Blaze is a registered investment advisor at Westwood Management CORP, based in Crown Point, IN, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 289 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westwood Management Corp. charges a percentage of the assets they manage. Fees are negotiable and depend on the account size, complexity, and services requested. Minimum account sizes may be waived. Fees are typically billed quarterly in advance for separately managed accounts and monthly in arrears for pooled investments. Some clients may be invested in mutual funds or exchange traded funds, which assess additional fees.
Location
Crown Point, IN
Get directionsHistory
Regulatory History (1)
Financial
June 2019Employment History
Current Registrations
Westwood Management CORP
Salient Capital L.P.
Salient Capital L.P.Broker
Previous Registrations
Nuveen Asset Management, LLC
Nuveen Fund Advisors, INC.
Nuveen Securities, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 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.