Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
372 clients
Average Client Portfolio
$427K average
Assets Under Management
$158.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.70%
$3.0M - $4.0M0.55%
$4M+0.40%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$1,000 - $50,000
Hourly Rate:$100 - $500/hr

APS Management Group charges fees for portfolio management, financial planning, and pension consulting. Financial planning fees are either fixed (between $1,000 and $50,000) or hourly (between $100 and $500). Educational seminars/workshops are offered for $15-$20 per session. Fees are generally negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. Pension consulting fees are tiered based on assets under management.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

3625 Del Amo Blvd, Suite 190, Torrance, CA, 90503

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2017
Settled
Other Business ActivitiesSells Insurance

Glen engages in general sales of life, health, disability, long-term care insurance, and annuities. He receives standard commissions from the insurance provider for these sales.

Employment History
Current Registrations
Advanced Portfolio Strategies
October 2016 - Present · 9 yrs 3 mos
Previous Registrations
MML Investors Services, LLC
April 2015 - November 2016 · 1 yr 7 mos
MML Investors Services, LLC Broker
February 2011 - November 2016 · 5 yrs 9 mos
Nylife Securities LLCBroker
June 2005 - January 2011 · 5 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Glen Alan Michel - Financial Advisor | AdvisorDiscover