Advisor at Heronwood Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington, DC 20009
Credentials
Series 66
Industry experience
14 years
Michael Liss is a financial advisor at Heronwood Capital LLC in Washington, DC, with 14 years of industry experience. He holds a Series 66 designation and previously worked at Alex Brown, a division of Raymond James, and Deutsche Bank Alex. Brown. Outside of his advisory role, he is involved in managing the Heronwood Polo Team through his sole proprietorship, MSL POLO LLC, and serves on the investment committees of the Jewish Community Center of Greater Washington and the Charles E. Smith Jewish Day School. Heronwood Capital provides consulting and asset management services to individuals, high-net-worth clients, trusts, institutions, corporations, charitable organizations, and endowments. The firm’s investment approach is tailored to client time horizons and comfort levels, utilizing a range of asset classes including ETFs, stocks, fixed income, options, REITs, private placements, and alternative instruments, with a notable focus on non-discretionary assets and serving corporate and institutional clients.
Based on Heronwood Capital LLC
Fixed fees for discretionary and non-discretionary client accounts, negotiable and set within investment agreement
May accept compensation for sale of securities or mutual funds; disclosed prior to recommendation
Hourly fees typically range from $500 to $2000 per hour, negotiable
Account minimum: $1,000,000 Fee-only: Hourly fees typically range from $500 to $2000 per hour, negotiable; fixed fees also negotiable, set within investment agreement
1901 Connecticut Ave Nw, Suite 215
Washington, DC 20009
District of Columbia · Maryland · Virginia
Heronwood Capital LLC
2017 - Present (9 years)
Alex Brown, a Division of Raymond James & Associates, Inc.
2016 - 2017 (1 year)
Deutsche Bank Alex. Brown
2010 - 2016 (6 years)
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Is active or affiliated with:
Fund sponsor
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Real estate agent
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Other specialized services
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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