Michael Allende
Michael Allende is a registered investment advisor at Bridge Generations Wealth Management, based in South Miami, FL, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 155 clients with $290M 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 $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.1M | 1.00% |
| $2.1M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable and may vary based on several factors.
Fee Estimator
Location
5966 South Dixie Highway, Suite 300, South Miami, FL, 33143
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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
Bridge Generations Wealth Management
Previous Registrations
Castle Wealth Management
State Registrations3 states
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