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CFA
MH
CFA

Michael Hotz

Asset Consulting Group, LLC
7 Years of Experience
Clayton, MO
1 Disclosure
View SEC Summary
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Michael Hotz is a CFA-designated registered investment advisor at Asset Consulting Group, LLC, based in Clayton, MO, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 161 clients with $1.1B in assets under management.

Asset Consulting Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
IM Fee
Planning only
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

231 South Bemiston Avenue, 14th Floor, Clayton, MO, 63105

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History

Regulatory History (1)
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Criminal
February 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Asset Consulting Group, LLC
March 2019 - Present · 7 yrs 7 mos
State Registrations5 states
FLMIMOOKTX
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.
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