Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Katrein is an investment advisor representative with Per Stirling Capital Management, LLC, licensed in Texas and Louisiana. Michael has been in the financial services industry since 2015 and holds the Series 65 license. Michael focuses on financial planning, portfolio management for individuals and businesses, and selection of other advisors. Per Stirling Capital Management, LLC manages over $1 billion in assets for a diverse group of clients, including individuals, families, and businesses. The firm provides a wide range of investment services, including financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees
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TX
01/02/2018 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
IA
Issued 03/09/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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