MD
MD

Michael D'antonio

2 Years of Experience
Gainesville, FL

Michael D'antonio is a registered investment advisor at Magna Vis Capital, based in Gainesville, FL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5 clients with $350K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$71K average
Assets Under Management
$353K

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

For qualified clients, there is also a 20.00% performance fee based on capital appreciation. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7000 SW 91st St, Gainesville, FL, 32608

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael owns StockedUp, a software development company that also provides educational information about the stock market. He spends nearly full-time hours on this business.

Employment History
Current Registrations
Magna Vis Capital
December 2023 - Present · 2 yrs 5 mos
State Registrations2 states
FLIL
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.