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Michael Mccloskey
2 Years of Experience
Mississauga
1 Disclosure
Michael Mccloskey is a registered investment advisor at Greenskeeper Asset Management INC., based in Mississauga, 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 High Net Worth, Investment Management. Their firm serves 94 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
94 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$116.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $700K | 1.50% |
| $700K+ | 0.75% |
Fees are negotiable based on factors such as asset size and complexity of client needs. A performance fee of 20%-25% of gains above a 6% annual hurdle rate may also apply to qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Mississauga
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Regulatory History (1)
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Regulatory
June 2000Final
Employment History
Current Registrations
Greenskeeper Asset Management INC.
April 2023 - Present · 3 yrs 1 mo
State Registrations2 states
FLTX
Advisor
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
No exam information available for this advisor.