Michael Anderson
Michael Anderson is a registered investment advisor at M Holdings Securities, INC., based in Beverly Hills, CA, with 28 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
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.
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 →Other Business Activities
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.
Exams
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