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Michael English

9 Years of Experience
Portland, OR

Michael English is a registered investment advisor at Rostad Capital Management, INC., based in Portland, OR, 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 Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2M+1.00%

Fees negotiable for amounts over $2,000,000. A maximum Transaction Charge of $25 per transaction may be charged to the account for any purchases or sales in the account.

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

8405 SW Barbur Blvd, Portland, OR, 97219

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Michael is involved with Coho Properties LLC and Westwood Properties LLC. These activities are not investment-related.

Employment History
Current Registrations
Rostad Capital Management, INC.
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Rostad Capital Management, INC.
July 2016 - February 2019 · 2 yrs 7 mos
State Registrations1 state
OR
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.
Michael English - Financial Advisor | TrueAdvisor