Advisor at Pembroke Wealth Management, LLC
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Firm
Pembroke Wealth Management, LLC
Location
Wilmington, NC 28411
Credentials
Series 66
Industry experience
15 years
Michael Santana is a financial advisor with Pembroke Wealth Management, LLC in Wilmington, NC. He holds a Series 66 designation and has 15 years of industry experience. Since 2015, he has been with Pembroke Wealth Management. Outside of advising, Santana serves as a business consultant to several farm-related companies and is involved as a managing member in multiple real estate and commercial property businesses. Pembroke Wealth Management is an independent registered investment adviser serving individuals, charitable organizations, and business entities. The firm manages portfolios primarily on a non-discretionary basis using a mix of fundamental and technical analysis, modern portfolio theory, and both long- and short-term strategies.
Based on Pembroke Wealth Management, LLC
Fixed fees for wealth management consulting services ranging from $300 to $2,000 per engagement, negotiable
$0 - $100,000: 1.25% $100,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Hourly rate of $150 per hour for consulting and business consulting outside of advisory services
Account minimum: $300 minimum annual advisory fee Minimum fee: Minimum annual advisory fee of $300 to open and maintain a portfolio management services account; may be waived at discretion Fee-only: Fixed fees for wealth management consulting services ranging from $300 to $2,000 per engagement, negotiable
7890 Market St
Wilmington, NC 28411
North Carolina
Pembroke Wealth Management, LLC
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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