Michael Hyat
Michael Hyat is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 37 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
12730 High Bluff Drive, Suite 120, San Diego, CA, 92130
Get directionsHistory
Regulatory History (2)
Regulatory
October 1998Employment Separation After Allegations
August 1997Other Business ActivitiesSells Insurance
Michael has an office sharing sublease, owns a DBA for marketing securities, advisory, and insurance services (taking about a quarter of his time for the DBA and about half his time for securities trading), and has a personal investment in a Real Estate First Trust Deed.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Sentra Securities CORP
Sentra Securities CorporationBroker
Nutmeg Securities, LTD.Broker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 states
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.