Michael Felix is a registered investment advisor at Citigroup Global Markets INC., based in Greenwich, CT, 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. Their firm serves 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
Citi Private Bank, 3 Greenwich Office Park, 3rd Floor, Greenwich, CT, 06831
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns rental property in Hoboken, New Jersey since 2021, dedicating minimal time. He also owns rental property in Gloucester City, NJ since January 2024, dedicating minimal time.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citi Private Alternatives, LLC
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Previous Registrations
City National Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 states
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