Michael Hibbetts is a CFA, CFP-designated registered investment advisor at Viaquest Advisors LLC, based in Houston, TX, with 6 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 234 clients with $140M in assets under 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000. Accounts may be aggregated at the household level to determine blended pricing. The advisory fee will not exceed 1.00% annually.
Fee Estimator
Location
17225 El Camino Real, Suite 250, Houston, TX, 77058
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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 →Other Business Activities
Michael is a boat captain at Armand Bayou Nature Center, focusing on ecological conservation and education, dedicating a few hours per week. He also serves as a finance committee member and board member at Bay Area Unitarian Universalist Church, spending minimal time on each role.
Employment History
Current Registrations
Viaquest Advisors LLC
Previous Registrations
Osaic Advisory Services, LLC
Arbor Point Advisors
State Registrations1 state
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