Michael Wurster
Michael Wurster is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Naples, FL, with 10 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,521 clients with $380M 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 | 1.90% |
Fees are individually negotiated and generally range from 0.50% to 1.90% of assets under management. A $30 annual technology fee also applies per account.
Fee Estimator
Location
Naples, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2006Other Business ActivitiesSells Insurance
Michael is an agent for Simplicity since 2016 and AdvisorShare since 2021, providing life and annuity products. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Virtue Capital Management, LLC
Horter Investment Management, LLC
State Registrations2 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.
Exams
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