Michael Skillman
Michael Skillman is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Newport Beach, CA, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B 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% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
24 Corporate Plaza, Suite 150, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Criminal
March 1983Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Foreside Fund Services, LLCBroker
Faith Investor Services
Allianz Global Investors Distributors LLCBroker
Pacific Mutual Distributors, INC.Broker
Zweig Securities CORP.Broker
Pacific Mutual Distributors, INC.Broker
State Registrations1 state
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.
Exams
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