Michael Mccall
Michael Mccall is a registered investment advisor at Michael J.D. Mccall, LLC, based in Bear Valley Springs, CA, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 51 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee our firm charges for this service will not exceed 1.50%. Fees are generally negotiable. Clients using Third Party Managers will be charged in excess of the maximum fee published above for this service.
Fee Estimator
Location
Bear Valley Springs, CA
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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
Michael J.D. Mccall, LLC
Previous Registrations
RBC Dain Rauscher INC.
State Registrations1 state
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