Michael Cannivet
Michael Cannivet is a CFA-designated registered investment advisor at Silverlight Asset Management, LLC, based in Newport Beach, CA, with 17 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 50 clients with $64M 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 $3.0M | 1.30% |
| $3.0M - $6.0M | 1.00% |
| $6M+ | 0.70% |
Fees are generally negotiable. SAM may combine household accounts for fee calculation purposes unless a client requests otherwise.
Fee Estimator
Location
23 Corporate Plaza Drive, Suite 150, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History
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
Silverlight Asset Management, LLC
Previous Registrations
Cs Planning CORP
Palo Capital, INC.
Fisher Investments
State Registrations2 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.