Michael Garcia
Michael Garcia is a registered investment advisor at Bria Capital Group, LLC, based in Wesley Chapel, FL, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 172 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
2044 Ashley Oaks Circle, #102, Wesley Chapel, FL, 33544
Get directionsHistory
Regulatory History (1)
Criminal
October 1999Other Business ActivitiesSells Insurance
Michael sells non-variable insurance products, including fixed life and fixed annuities. The filing does not specify the amount of time dedicated to this activity.
Employment History
Current Registrations
Bria Capital Group, LLC
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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.