Michael Cortina is a registered investment advisor at Cortina Capital, LLC, based in Fallbrook, CA, with 10 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 14 clients with $1.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$118K average
Assets Under Management
$1.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fallbrook, CA
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cortina Capital, LLC
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Fisher Investments
November 2011 - September 2012 · 10 mos
Amerivest Investment Management, LLC
October 2009 - September 2011 · 1 yr 11 mos
TD Ameritrade, INC.
October 2009 - September 2011 · 1 yr 11 mos
Citigroup Global Markets INC.
September 2007 - October 2007 · 1 mo
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.