Michael Castaneda is a registered investment advisor at Sprott Asset Management USA INC., based in Carlsbad, CA, with 2 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 2,613 clients with $4.6B 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 subject to negotiation at the sole discretion of SAM USA and will typically vary according to several factors, such as: the type of client; the discretionary authority granted to the Adviser; the total assets under management; and other business considerations.
Fee Estimator
Location
1910 Palomar Point Way, Suite 200, Carlsbad, CA, 92008
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 is the founder and private placement partner of Cast Investment Management, LLC, an investment club founded in February 2021. He dedicates minimal time to this activity.
Employment History
Current Registrations
Sprott Asset Management USA INC.
Sprott Global Resource Investments LTDBroker
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.