Michael Taylor is a CFA-designated registered investment advisor at Counterpoint Asset Management LLC, based in San Diego, 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 270 clients with $91M 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 | 1.60% |
| $500K - $1.0M | 1.30% |
| $1M+ | 0.95% |
Counterpoint may receive total fee compensation of up to 2.0% per year because 50% of the account may be invested in funds managed by Counterpoint Mutual Funds, which are owned by the same people who own Counterpoint Asset Management.
Fee Estimator
Location
12770 High Bluff Dr, Suite 380, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Counterpoint Asset Management LLC
State Registrations1 state
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