MF
CFA
MF
CFA

Michael Firestone

7 Years of Experience
San Francisco, CA
1 Disclosure

Michael Firestone is a CFA-designated registered investment advisor at Fire Capital Management, LLC, based in San Francisco, CA, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 49 clients with $500M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
49 clients
Average Client Portfolio
$10.1M average
Assets Under Management
$495.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.60%

Total assets under management are aggregated at the relationship level for billing purposes. For Separately Managed Accounts (SMAs) managed by third-party managers, a distinct advisory fee schedule may apply—typically at a lower rate than our standard investment management fee. For Donor-Advised Fund (DAF) accounts where we do not provide investment management services, only an administrative fee may be applied.

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

San Francisco, CA

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History

Regulatory History (1)
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Criminal
March 2006
Final Disposition
Other Business Activities

Michael is the owner and managing member of Firestone Ventures, LLC since 2018. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Fire Capital Management, LLC
December 2018 - Present · 7 yrs 5 mos
State Registrations2 states
CATX
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 Firestone - Financial Advisor | TrueAdvisor