Michael Kothakota
WolfBridge Financial Corporation
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: $75,000
Title: Chief Investment Officer/Financial Advisor
Offering advice since: 2008
Areas of expertise:
- Annuities
- Business planning
- Divorce planning
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Michael Kothakota:
Operation Iraqi Freedom veteran. Served in the Infantry. I also volunteer to help homeless vets get on their feet and at battered women shelters
Compensation and Fee Structures:
We charge an asset-based fee ranging from .5% to 1.75%, depending on the amount of assets. Or we charge a flat rate for planning services.
Licenses, Certifications & Affiliations:
Accredited Asset Management Specialist, CFA Institute Member, Certified Divorce Financial Analyst
Education:
North Carolina State University
Will provide references upon request?
Yes
Further information about WolfBridge Financial Corporation:
(Size of firm: 0-9 advisors)
We are a fee-based and fee-only firm that believes investment management with low costs is the key to financial freedom. We focus on military (active duty, retired, reserve component, veteran) and divorce situations.
In addition, we have a robust baby boomer base and general life planning. Our firm will provide comprehensive financial planning, from accumulation to distribution. We also provide business planning services, from getting started, to growing your business.
Contact Information for Michael Kothakota
Phone: 919-267-6740
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Fax: 919-267-6732
Address for Michael Kothakota:
1011 Pemberton Hill Road
Suite 203
Apex, NC, 27502
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