Michael Wunsch is a registered investment advisor at Wealthdevs, based in Santa Cruz, CA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 27 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. The annual fees are prorated and paid in arrears on a quarterly basis.
Fee Estimator
Location
Santa Cruz, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealthdevs
State Registrations2 states
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