Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly in advance. Financial planning is offered at an hourly rate not exceeding $350 or flat fees ranging from $1,500 to $10,000. Retirement plan consulting is billed hourly (max $250), flat fee ($750-$10,000), or as a percentage of plan assets (max 2.00%).
Areas of Practice
Advisor Information
Office location
70 W. Bernardo Dr., Suite 400, San Diego, CA, 92127
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Customer Dispute
November 2011Other Business ActivitiesSells Insurance
Michael operates his LPL business through Rohling Wealth Management, Inc. He also sells life insurance, long-term care, and fixed annuities through FIS Marketing and Underwriting Services of America, and provides investment advisory services through Golden State Wealth Management, LLC, dedicating nearly full-time hours to this activity.