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Michael Todd Messinger

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
806 clients
Average Client Portfolio
$674K average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$50K

Mulholland generally charges a 1.45% annual management fee based on the total household account value. A minimum of $200,000 is generally required to open an account directly with Mulholland, or $50,000 if introduced through a Mulholland Investment Advisory Representative. Accounts less than $50,000 may be accepted at Mulholland's discretion. This fee does not include custodial fees or Overlay Manager fees, which typically range from 0.10% to 0.30% annually. All advisory fees are negotiable. Financial planning services are available through True Peace Financial for an additional fee.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment ManagementHigh Net Worth
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Advisor Information

Office location

1117 S. Robertson Blvd, Los Angeles, CA, 90035

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is the Chief Executive Officer of Mulholland Wealth Advisors, LLC, a wealth advisory firm, since 2015. He dedicates about a quarter of his time to business development and strategic positioning, with about 30 hours per month during trading hours.

Employment History
Current Registrations
Mulholland Wealth Advisors, LLC
April 2016 - Present · 9 yrs 9 mos
Redwood Investment Management, LLC.
April 2010 - Present · 15 yrs 9 mos
Previous Registrations
Riversource Investments
March 2009 - March 2010 · 1 yr
UBS Financial Services INC.
April 2002 - June 2003 · 1 yr 2 mos
State Registrations6 states
AZCAINORTXWA
Advisor
Exams
No exam information available for this advisor.