Michaud Capital Management LLC
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Overview
Michaud Capital Management LLC is located at 200 Fillmore Street, Denver, CO. The firm employs 5 financial advisors to manage client portfolios and provide financial guidance. Michaud Capital Management LLC is not a registered broker-dealer.
Michaud Capital Management LLC oversees $2.1 billion in assets under management across 65 accounts, of which 26 are discretionary and 39 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The firm caters to high net worth investors, charitable organizations, and other types of investors, with the largest client type by accounts being categorized as other. The fee structure at Michaud Capital Management LLC is fixed. The firm has 7 high net worth clients.
Michaud Capital Management LLC is registered in the states of Colorado and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Michaud Capital Management LLC by the Numbers
$2.1 billion
16
65
$31.9 million
Products and Services
Michaud Capital Management LLC offers a number of financial services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. Notably, Michaud Capital Management LLC did not provide any of its customers with financial planning services in the previous fiscal year. It is involved in selling products or offering services other than investment advisory services to its clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely depend on which service is provided. Fees billed by Michaud Capital Management LLC typically consist of the following fee structure: fixed.
Available
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with high net worth investors, charitable organizations, and other. Out of its 3 clients, Michaud Capital Management LLC's biggest client type by number of accounts is other, but it also caters to 7 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 30.43%
- Other Individuals - 0%
- Corporations - 65.22%
- Charitable Organizations - 4.35%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Michaud Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Michaud Capital Management LLC
Denver, CO
Greenwood Village, CO
Denver, CO
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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