Michael Watkins
Michael Watkins is a registered investment advisor at Truvestments Capital LLC, based in Oldsmar, FL, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,317 clients with $660M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.
Fee Estimator
Location
172-A State Street East, Oldsmar, FL, 34677
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 is an independent licensed insurance producer since 2010, selling life, health, and fixed insurance products. He dedicates full-time to this activity, including a significant portion during securities trading hours.
Employment History
Current Registrations
Truvestments Capital LLC
Previous Registrations
Virtue Capital Management, LLC
Redwood Private Wealth
Horter Investment Management, LLC
Sgl Financial, LLC
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
More Advisors
- Jeffrey Mizner, CFPEdward Jones
- Xuelong Zhou, CFARsa Capital
- Page Pittman, CFP
- Jack Bell, CFPSchwab Wealth Advisory, INC.
- Deborah Darchi, CFPInvst, LLC
- Alison Painter, CFP, PFS