Michael Sanchez is a registered investment advisor at Integrity Financial Corporation, based in Malibu, 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 Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,825 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
24955 Pch, Suite B202, Malibu, CA, 90265
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Regulatory 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 →Employment History
Current Registrations
Integrity Financial Corporation
Previous Registrations
Lido
Banyan Tree Securities, LLCBroker
Banyan Tree Asset Management, LLC
Amerivet Securities, INC.
Amerivet Securities, INC.Broker
Glencrest Investment Advisors, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Street Global Markets, LLCBroker
Bel Air Securities LLCBroker
Dabney Flanigan, LLCBroker
First Allied Securities, INC.Broker
Round Hill Securities, INC.Broker
Dabney/resnick/imperial, LLCBroker
Drexel Burnham Lambert IncorporatedBroker
Security Pacific Brokers, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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