Michael Zeblo is a CFP-designated registered investment advisor at Ridgeline Wealth Advisors, LLC., based in Raleigh, NC, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 176 clients with $140M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with the advisor, and total assets under management. The Ridgeline Wealth Advisors advisory fee is currently equal to and will not exceed 10 basis points (.10%) of the assets in the Flourish Cash Account.
Fee Estimator
Location
7500 Six Forks Rd, Suite 100, Raleigh, NC, 27615
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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 owns Michael Zeblo Tax Services, where he works as a CPA preparing tax returns since February 2020. This takes about 10-20% of his time.
Employment History
Current Registrations
Ridgeline Wealth Advisors, LLC.
State Registrations1 state
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