Michael Bunzel
Michael Bunzel is a registered investment advisor at Stonewater Wealth Management, INC., based in Corpus Christi, TX, 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, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 445 clients with $46M 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable depending on client needs and the complexity of the situation.
Fee Estimator
Location
4639 Corona Dr, Ste 9, Corpus Christi, TX, 78411
Get directionsHistory
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 works as a tax advisor for Stonewater Tax Group, providing tax preparation and planning services. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Stonewater Wealth Management, INC.
Previous Registrations
Intervest International, INC.
Intervest International Equities CorporationBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations1 state
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
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