MM
CFA
MM
CFA

Michael Mangan

30 Years of Experience
Chicago, IL

Michael Mangan is a CFA-designated registered investment advisor at Harris | Oakmark, based in Chicago, IL, with 30 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,347 clients with $94B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
2,347 clients
Average Client Portfolio
$40.0M average
Assets Under Management
$93.8B

Fee Structure

Investment management only (planning not offered)

Harris Associates manages investments for private wealth clients and institutional clients. The fees are based on a percentage of the value of the assets managed. The specific percentage varies depending on the investment strategy and the amount invested. Fees are generally paid quarterly. Minimum account sizes apply for each investment strategy. Advisory fees may vary based on factors such as the account's inception date, size, responsibilities, services provided, and relationship to Harris.

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Location

2 N. Lasalle Street, Suite 500, Chicago, IL, 60602

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Harris | Oakmark
October 1995 - Present · 30 yrs 6 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.