Michael Liss is a registered investment advisor at Heronwood Capital LLC, based in Washington, DC, with 14 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, Real Estate Investing, and 1 more. Their firm serves 27 clients with $58M 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 | 1.50% |
Fee is negotiable and not to exceed 1.50% of assets under management on an annualized basis.
Fee Estimator
Location
1901 Connecticut Ave Nw, Suite 215, Washington, DC, 20009
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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.
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Michael is a sole proprietor of MSL Polo LLC and a member of investment committees for two Jewish organizations, dedicating minimal time to each. He also has several real estate and private investment interests, including being a licensed real estate agent in Florida, but these activities require minimal time.
Employment History
Current Registrations
Heronwood Capital LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
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.