Michael
Garberich

Leafhouse Financial Advisors, LLC

CRD#6587217
Investment Advisor
in Austin, TX

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About this Advisor

Michael Garberich is a chartered financial analyst working out of Austin, Texas with a total of 2 years of relevant experience. Garberich is currently employed by Leafhouse Financial Advisors, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Integrity Retail Distribution, Elon University, Leafhouse Financial Advisors, LLC and Lowenberg Group, LLC. Garberich holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Leafhouse Financial Advisors, LLC is an advisory company that has its headquarters in Austin, TX. It has $13 billion in total assets among its 2,742 customer accounts, placing it among the largest firms in the country by assets under management. Of its 2,742 customer accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. Leafhouse Financial Advisors, LLC has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on the services. Fee types billed by Leafhouse Financial Advisors, LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6504 Bridgepoint Parkway Suite 450
Austin, TX 78730

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Leafhouse Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$13,326,314,982

TX Average: $3,042,739,679
Total Number of Employees

21

TX Average: 49
Total Number of Accounts

2,742

TX Average: 2,315
Average Account Size

$4,860,071

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Garberich Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Leafhouse Financial Advisors, LLC

2021 - 2021 (< 1 year)

Lowenberg Group, LLC

2018 - 2021 (3 years)

Leafhouse Financial Advisors, LLC

2015 - 2018 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Integrity Retail Distribution

2010 - 2014 (4 years)

Elon University

*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 Michael Garberich 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 Leafhouse Financial Advisors, LLC

Michael Garberich
Austin, TX
Wesley Schevers
Austin, TX
Neal Weaver
Austin, TX
Todd Kading
Austin, TX
Alexis Miller
Austin, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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