Michael Loeb is a registered investment advisor at Argosy Investors, based in Hickory, NC, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 | 0.75% |
| $1M+ | 1.00% |
Fees may vary and are negotiable.
Fee Estimator
Location
Hickory, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael works full-time as an M&A Director for Magnolia Wash Holdings, performing acquisition analysis and due diligence. Additionally, he owns North Center Holdings, which owns, renovates, and manages rental properties and acts as a general contractor for related projects.
Employment History
Current Registrations
Argosy Investors
Previous Registrations
Broyhill Asset Management, LLC
State Registrations1 state
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