Michael Listman is a registered investment advisor at Dorgeolis Capital LLC, based in Crestview, FL, 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 Investment Management. Their firm serves 13 clients with $2.5M 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 are negotiable. Qualified clients will pay an annual fee of 0.00% of assets under management along with a 25.00% performance fee based on capital appreciation.
Fee Estimator
Location
5753 Hwy 85 N Pmb 2992, Crestview, FL, 32536
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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 Activities
Michael provides information technology consulting and low voltage cabling services. The filing does not specify the time commitment for this activity.
Employment History
Current Registrations
Dorgeolis Capital LLC
State Registrations3 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.