Michael Mann is a registered investment advisor at Profitscore Capital Management, INC., based in Eagle, ID, 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 Investment Management. Their firm serves 13 clients with $51M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
13 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$51.2M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.95%

Fees range from 1.95% to 2.95%, but are currently being waived. Fees are reduced by index licensing or sub-advisory revenue. Fees may be waived at ProfitScore's discretion.

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

1028 S Bridgeway Pl, Suite 120, Eagle, ID, 83616

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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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Employment History
Current Registrations
Profitscore Capital Management, INC.
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Profitscore Capital Management, INC.
March 2019 - January 2024 · 4 yrs 10 mos
State Registrations1 state
ID
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 Mann - Financial Advisor | TrueAdvisor