Advisor at B. Water Investments
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.
Firm
B. Water Investments
Location
Virginia Beach, VA
Credentials
Series 65
Industry experience
4 years
Michael Zitron is the principal advisor at B. Water Investments in Virginia Beach, VA, holding a Series 65 designation with four years of industry experience. He founded Water M. Mission, Inc., a nonprofit charitable and educational organization, and is the author of research on water-related economics and finance under the name Waconomics. In addition to his advisory role, he is involved in mortgage loan processing and holds an insurance license. B. Water Investments offers discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, corporate, and institutional clients. The firm employs a primarily technical and active investment approach, using market-timing techniques and a data-driven price-measurement framework, with portfolios that may include equities, options, derivatives, digital assets, and cash positions managed opportunistically.
Based on B. Water Investments
One-time project fees ranging from $499 to $10,000
$0+: 1.5% annually (Management/Rebalancing strategy) $0+: 2.0% annually (Capital Preservation strategy)
Starting at $169 per hour
20% of the annualized positive return assessed quarterly for qualified clients with at least $1.1 million under management
Ongoing annual planning or consulting services starting at $239 per month plus $35 per point of contact
Account minimum: $500,000
Virginia Beach, VA
Virginia
Primis Mortgage
2024 - Present (2 years)
Self Employed
2023 - Present (3 years)
B. Water Investments
2021 - Present (5 years)
Water M. Mission, Inc.
2017 - Present (9 years)
Southern Glazer's Wine and Spirits
2016 - 2021 (5 years)
Self Employed
2008 - 2021 (13 years)
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