Michael Sall is a registered investment advisor at Heron Finance, based in Oakland, 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 201 clients with $15M 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 | 1.00% |
Management fee is 1% per year. Heron Finance may negotiate, reduce, or waive the Management Fee for certain Client accounts.
Fee Estimator
Location
1111 Broadway, Oakland, CA, 94607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Heron Finance
State Registrations1 state
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