Michael Garberich is a CFA-designated registered investment advisor at Nestimate, based in Buda, TX, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
Rates vary by program. IRA platform management is 0.30%. Model portfolio management is 0.50%. Pension consulting services range from 0.05% to 0.10%. Fees are generally negotiable.
Fee Estimator
Location
Buda, TX
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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.
Learn about disclosures →Employment History
Current Registrations
Nestimate
Previous Registrations
Leafhouse Financial Advisors, LLC
Lowenberg Group, LLC
Leafhouse Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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