Carl
Szasz
Verde Capital Management, Inc
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About this Advisor
Carl Szasz is a financial advisor operating in Clarkston, Michigan who has 13 years of industry experience. Szasz is an employee of Verde Capital Management, Inc. Over the course of their career, Szasz has held roles at Verde Capital Management, Inc, Sedera Affiliate and Millpond Bed And Breakfast. Szasz has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan and Texas. Verde Capital Management, Inc is a financial advisory firm operating out of Clarkston, MI. It oversees $376 million in assets between its 3,523 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 3,523 customer accounts, 15% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Verde Capital Management, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Verde Capital Management, Inc can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verde Capital Management, Inc Brokerage Details
$376,245,756
11
3,523
$106,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Carl Szasz Work History
Carl has been registered as a financial advisor for 13 years.*
Sedera Affiliate
Millpond Bed And Breakfast
Verde Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carl Szasz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Verde Capital Management, Inc
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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