Michael Waters
Michael Waters is a registered investment advisor at Michael Waters Investment Advisers LLC, based in Oklahoma City, OK, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 9 clients with $2.4M 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 $40K | 1.00% |
| $40K+ | 0.80% |
Minimum fee of $200 per semi-annual period applies to accounts less than $40,000.
Fee Estimator
Location
616 N broadway, Oklahoma City, OK, 73012
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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 →Employment History
Current Registrations
Michael Waters Investment Advisers LLC
Previous Registrations
Michael Waters Investment Advisers LLC
State Registrations1 state
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