Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are paid quarterly, based on the average daily ending market value of assets under management. The annual fee will not exceed 2.00%. Fees may be negotiable. Financial planning and consulting services are offered at an hourly rate of up to $350 per hour, or on a fixed or recurring fee basis ranging from $500 to $10,000. A $100 annual fee is charged for each corporate account.
Areas of Practice
Advisor Information
Office location
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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 ActivitiesSells Insurance
Michael is an Executive VP & Sr Financial Advisor at Keystone Wealth Services DBA Keystone Private Wealth, dedicating nearly full-time hours to this role. He is also an Insurance Partner at Core Income, providing insurance solutions, and an Independent Insurance Professional at Caress Insurance Agency Inc, offering supplemental medicare insurance coverage, both taking minimal time. Additionally, Michael is an advisor for HOA Invest, a software solution for HOAs, spending a few hours per week.