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Michael Kautz

11 Years of Experience
West Newton, MA

Michael Kautz is a registered investment advisor at Righthand Capital, LLC, based in West Newton, MA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 107 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
107 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$124.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $10.0M0.60%
$10M+0.40%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

19 Randlett Park, West Newton, MA, 02465

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a financial analyst at RightHand International, LLC, offering leadership coaching and professional development consulting, dedicating minimal time. He also serves as a board member for the non-profit HERA, Inc, dedicating minimal time.

Employment History
Current Registrations
Righthand Capital, LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Lincoln Financial Advisors Corporation
November 2014 - June 2020 · 5 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
November 2014 - June 2020 · 5 yrs 7 mos
Northwestern Mutual Investment Services,llc
August 2014 - November 2014 · 3 mos
Northwestern Mutual Investment Services, LLCBroker
April 2014 - November 2014 · 7 mos
State Registrations5 states
DEMANHNVTX
Advisor

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
No exam information available for this advisor.