Michael Breitfeller
Michael Breitfeller is a CFP-designated registered investment advisor at The Breit Group, based in Wrightsville Beach, NC, with 15 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 57 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable.
Fee Estimator
Location
96 W Salisbury St, Floor #3, Wrightsville Beach, NC, 28480
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 →Other Business ActivitiesSells Insurance
Michael may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also a 50% owner of Breitcap Holdings LLC, a legal entity established for business purposes, dedicating a few hours per week, but it is in the process of being dissolved.
Employment History
Current Registrations
The Breit Group
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.