Michael Dekovner is a CFP-designated registered investment advisor at Mrd, INC., based in Irvine, CA, with 21 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, Retirement Planning. Their firm serves 73 clients with $180M 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 | 1.00% |
Rate is negotiable at the discretion of MRD. Some accounts are under different fee arrangements honoring prior agreements. MRD may also occasionally waive advisory fees for client-directed positions held in accounts, solely at the firm’s discretion.
Fee Estimator
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mrd, INC.
State Registrations2 states
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