Michael Grodsky is a registered investment advisor at Aquarius Financial, based in Santa Fe, NM, with 18 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 5 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Minimum account size is $500,000. Minimum annual fee is $4,500. Fees may be negotiable.
Fee Estimator
Location
Santa Fe, NM
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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 →Other Business ActivitiesSells Insurance
Michael is an independent insurance broker with life and health licensing through Aquarius Insurance Services since 2007, dedicating a few hours per week to this business. He is also a 3% limited partner in Kaleidospace, LLC, which promotes independent artists, but is not actively involved and dedicates no time to it.
Employment History
Current Registrations
Aquarius Financial
Previous Registrations
Independent Financial Group, LLC
Aig Financial Advisors, INC.
State Registrations1 state
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.