Michael Woods
Michael Woods is a registered investment advisor at Beach Cities Wealth Management, LLC, based in Manhattan Beach, 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 High Net Worth, Investment Management. Their firm serves 68 clients with $99M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
1220 Highland Avenue, Manhattan Beach, CA, 90266
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2009Regulatory
January 1990Regulatory
December 1989Regulatory
December 1989Other Business ActivitiesSells Insurance
Michael is an insurance advisor for Blue Cross Health Insurance, spending minimal time on this. He is also an investment advisor at Beach Cities Wealth MGMT RIA, dedicating full-time hours to this role.
Employment History
Current Registrations
Beach Cities Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Providential Securities, INC.Broker
Crowell, Weedon & CO.Broker
Osborne, Stern & Company, INC.Broker
Westmont Securities CorporationBroker
State Registrations2 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.