Michael Zitron
Michael Zitron is a registered investment advisor at B. Water Investments, based in Virginia Beach, VA, with 4 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, Investment Management. Their firm serves 7 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B. Water Investments offers three investment strategies. The annual fee for portfolio management varies: 1.5% for the Management/Rebalancing strategy and 2% for the Capital Preservation strategy. Fees are negotiable. Qualified clients with a high-risk tolerance can select a performance-based management strategy. The performance-based fee is 20% of the annualized return assessed quarterly. There is a minimum of $500,000 to open and maintain an advisory account, and $1,100,000 for performance-based accounts.
Location
Virginia Beach, VA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in several outside business activities. He is the founder of a non-profit, an author, a landlord, a licensed insurance agent selling life, annuity, and health insurance, and a business development agent for a mortgage company.
Employment History
Current Registrations
B. Water Investments
State Registrations1 state
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