Advisor at Aquarius Financial
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Michael Grodsky is the sole advisor at Aquarius Financial in Santa Fe, NM, holding a Series 66 designation with 18 years of industry experience. He has led Aquarius Financial since 2011 and also operates an independent insurance brokerage, Aquarius Insurance Services, dedicating a significant portion of his time to insurance activities. Additionally, he holds a limited partnership interest in Kaleidospace, LLC, which promotes independent musicians, artists, and game developers. Aquarius Financial is an independent, fee-only advisory firm serving individual and family clients with a fundamental, long-term investment approach focused on asset allocation and diversification. The firm provides non-discretionary advice and uses third-party platforms and custodians for execution and reporting.
$0.00 - $250,000: 1% $250,000.01 - $500,000: 0.9% $500,000.01 - $750,000: 0.8% $750,000.01 - $1,000,000: 0.7% $1,000,000.01 - and greater: 0.6%
Associated persons may earn commissions on sale of insurance products
$250.00 per hour for financial consulting services
Account minimum: $500,000 Minimum fee: $4,500 minimum annual fee Fee-only: Fee-only investment management, no commissions on securities sales
Santa Fe, NM
California · New Mexico
Aquarius Financial
2011 - Present (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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