Michael Warren
Michael Warren is a registered investment advisor at Equity Armor Investments, based in Cottonwood Heights, UT, 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 Investment Management. Their firm serves 90 clients with $170M 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 $250K | 2.50% |
| $250K - $1000K | 2.25% |
| $1.0M - $10.0M | 2.00% |
| $10M+ | 2.00% |
Fees are negotiable for accounts over $10,000,000. Certain clients could agree to pay an incentive fee equal to a negotiated percentage of profits.
Fee Estimator
Location
Cottonwood Heights, UT
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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 Activities
Michael is an associated person of OptionIQ, an NFA regulated commodities/futures introducing broker, and also an Investment Adviser Representative at Equity Armor Investments. He is also associated with IQCapital Management and Valere Capital Group LLC, dedicating about half of his time to IQCapital Management and about 10-20% of his time to Valere Capital Group.
Employment History
Current Registrations
Equity Armor Investments
Tradingblock
TradingblockBroker
Previous Registrations
Cambria Capital LLC
Cambria Capital, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
State Registrations39 states
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