Advisor at Dorgeolis Capital LLC
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Firm
Dorgeolis Capital LLC
Location
Crestview, FL 32536
Credentials
Series 65
Industry experience
4 years
Michael Listman is a financial advisor at Dorgeolis Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Boundary Computer Solutions INC for 19 years. Outside of his advisory role, he contributes educational market trade examples and engages with subscribers at CI Volatility. Dorgeolis Capital LLC provides portfolio management along with coaching and trade-instruction services for high-net-worth individuals and corporate clients. The firm emphasizes ETFs and options using multiple analytical approaches and offers both discretionary and non-discretionary account management with a focus on transparency and performance-based fees.
Based on Dorgeolis Capital LLC
$6,500 for 5-day onsite coaching session (40 hours); $99/month or $999/year for trade instruction services
All assets+: 2.00% annually
$250 per hour with a 2-hour minimum for remote/virtual coaching
0.00% AUM plus 25.00% performance fee on capital appreciation with high-water mark
Trade instruction fees: $99/month or $999/year
5753 Hwy 85 N Pmb 2992
Crestview, FL 32536
Florida · Texas
Dorgeolis Capital LLC
2021 - Present (5 years)
Boundary Computer Solutions INC
2003 - 2022 (19 years)
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