Michael Estrada is a registered investment advisor at Grupp Financial LLC, based in Jackson, WY, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 10 clients with $100M 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 | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are generally negotiable. Grupp Financial may also negotiate a fixed fee schedule at their discretion. The fixed fees will never exceed 1.5% of assets under management.
Fee Estimator
Location
1705 High School Road, Unit #140, Jackson, WY, 83001
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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 Private Client Manager for The Grupp Law Firm, PLLC, assisting in carrying out legal advice. He also works as a Private Client Manager for Grupp Fiduciary Services LLC, providing administrative services to single family private trust companies.
Employment History
Current Registrations
Grupp Financial LLC
State Registrations2 states
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