Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Investment advisory fees are based on the market value of assets under management and are billed quarterly, either in advance or arrears, at an annual rate up to 1.50%. Fees may be negotiable. Financial planning and consulting services are charged as a fixed engagement. Retirement plan advisory fees are paid monthly or quarterly, at an annual rate of up to 1.00% or a fixed annual rate.
Areas of Practice
Advisor Information
Office location
4100 Newport Place, Suite 255, Newport Beach, CA, 92660
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Michael is a partner/owner in MJ Ventures, a real estate investment partnership, since 2021, and an owner in Sandpiper Exchange LLC, an e-commerce business, since 2022. Since 2024, Michael also works as a tax preparer for Veracity Capital Tax Advisors, LLC, dedicating a few hours per week.