Michael Aussieker is a CFA-designated registered investment advisor at Oh Cap Asset Management, based in Frisco, TX, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
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Average Client Portfolio
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Fee Structure
Oh CAP Asset Management charges a fee based on the value of your portfolio. The fee is calculated as a percentage of the portfolio's value and is charged monthly or quarterly. The percentage decreases as the portfolio size increases. There is a maximum fixed fee for accounts between $135,000 and $300,000. Oh CAP Asset Management offers different fee schedules for equity portfolios and fixed income/mutual fund/ETF portfolios.
Location
Frisco, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oh Cap Asset Management
State Registrations3 states
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