Michael Blaze
Michael Blaze is a registered investment advisor at Westwood Management CORP, based in Crown Point, IN, with 20 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, Investment Management, Real Estate Investing. Their firm serves 247 clients with $12B 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 $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees vary significantly by strategy. The schedule shown reflects general rates for equity and tactical strategies. Minimum investments typically range from $1 million to $50 million depending on the strategy.
Fee Estimator
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.
Exams
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