Michael Srulowitz
Michael Srulowitz is a registered investment advisor at Heritage Haus Wealth Partners LLC, based in New Braunfels, TX, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees for accounts of $3,000,000 and above are negotiable. Subject to a $2,000 minimum annual fee.
Fee Estimator
Location
2115 Stephens Place, Suite 530, New Braunfels, TX, 78130
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
Heritage Haus Wealth Partners LLC
Previous Registrations
Teamwork Financial Advisors, LLC
First Command Advisory Services
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
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.
Exams
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