Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on an annual percentage of assets under management or a flat dollar fee, billed quarterly in advance. The maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. Wealth planning fees range from $1,000 to $10,000, determined by the complexity of the financial situation and agreed-upon deliverables. Consulting services are also offered, with fees negotiated based on the project's extent and complexity.
Areas of Practice
Advisor Information
Office location
Palm Desert, CA
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Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Michael is a financial advisor at Altus Wealth Group since 2017, managing client assets full-time. He also sells term insurance and annuities as an insurance agent, dedicating minimal time to this activity. Michael is also the owner of MH Wealth Management, spending minimal time helping people reach their financial goals.