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Michael Mann

8 Years of Experience
Houston, TX

Michael Mann is a registered investment advisor at Evan Capital, based in Houston, TX, with 8 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 25 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
25 clients
Average Client Portfolio
$546K average
Assets Under Management
$13.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

The management fee is generally equal to 0.50% (per annum) for the Core Programs and 1.0% (per annum) for the Disruptive Innovation Program. The higher investment management fee for the Disruptive Innovation Program reflects additional management time, data analysis and individual security due diligence. Fees are negotiable and may be reduced, waived or calculated differently with respect to any Client.

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

1800 Bering Drive, Suite 730, Houston, TX, 77057

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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 works as a physician for American Physician Partners and is a co-owner and physician of Southampton Medical and Wellness of Houston, PLLC, dedicating about 10-20% and about a quarter of his time, respectively. He also serves as an Advisory Board Member for the University of Houston College of Nursing Nurse Managed Telehealth Clinic, a volunteer position requiring minimal time.

Employment History
Current Registrations
Evan Capital
June 2017 - Present · 8 yrs 11 mos
State Registrations1 state
TX
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