Michael Bishop is a registered investment advisor at Clg LLC, based in Murrieta, CA, with 40 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,448 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CLG, LLC offers comprehensive portfolio management where clients receive both asset management and financial planning for a combined fee. The maximum annual fee charged for this service is 2.50%. Fees are negotiable and are billed quarterly in advance based on the value of the account. CLG does not charge an additional fee for managing held-away assets, but Pontera charges a 0.30% fee for those assets, which CLG covers.
Location
41870 Kalmia Street, Suite 145, Murrieta, CA, 92562
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an affiliated person with Financial Network, a financial services business, since 2013, dedicating full-time hours to it. He also owns Michael L. Bishop Inc., a corporation used for office expenses, spending minimal time on it.
Employment History
Current Registrations
Clg LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations2 states
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