Michael Anderson is a registered investment advisor at M Holdings Securities, INC., based in Beverly Hills, CA, with 28 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, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
9100 Wilshire Blvd, Suite 720E, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a director at PodClips.IO, an internet radio network, and the Executive Vice President at The L Warner Companies, Inc., an RIA. He also serves as a board member and officer for the Small Business Council of America and on the board of directors for the Exceptional Children's Foundation, dedicating minimal time to each.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
The L. Warner Companies, INC
Previous Registrations
Four Points Capital Partners LLCBroker
Finestone Partners
Niagara International Capital LimitedBroker
Finestone Partners
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Windward Capital Management CO
S. L. Reed & CompanyBroker
Huntington Investments, INC.Broker
State Registrations5 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.