Michael Musco is a registered investment advisor at Equilus Group INC, based in Wenatchee, WA, 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 Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 68 clients with $14M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
For trust financial services, the annual fee is 1.00% for trust assets up to $1 Million and 0.95% for trust assets over $1 Million. Fees are negotiable but cannot exceed the stated fee schedule.
Fee Estimator
Location
385 E Penny Road, Suite 101B, Wenatchee, WA, 98801
Get directionsHistory
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 is employed by Equilus Capital Partners, LLC as an Asset Manager. He dedicates a few hours per week to this role and is compensated with a salary against commissions.
Employment History
Current Registrations
Equilus Group INC
State Registrations2 states
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.