Michael Mckean
Michael Mckean is a registered investment advisor at Infinity Financial Services Advisory, based in Oakland, CA, with 36 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
212 9th Street, Suite 202, Oakland, CA, 94607
Get directionsHistory
Regulatory History (11)
Judgment / Lien
June 2016Employment Separation After Allegations
November 2015Judgment / Lien
March 2015Judgment / Lien
July 2013Judgment / Lien
February 2012Judgment / Lien
January 2010Judgment / Lien
May 2008Judgment / Lien
February 2007Judgment / Lien
September 2006Judgment / Lien
August 1999Judgment / Lien
March 1997Other Business ActivitiesSells Insurance
Michael is the owner of NorCal Benefit Solutions since 2007, selling health and life insurance. He dedicates minimal time to this activity.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Infinity Financial Services
Securities America, INC.Broker
Securities America Advisors, INC.
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Intervest International Equities CorporationBroker
Royal Alliance Associates, INC.Broker
Cypress Capital CorporationBroker
Lehman Brothers INC.Broker
Lasalle St Securities, L.L.C.Broker
Sutro & CO. IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Thomson Mckinnon Securities INC.Broker
Contisecurities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.