Michael Quach
Michael Quach is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 31 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, Investment Management. Their firm serves 1,055,400 clients with $350B 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 $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
390 Madison Ave, New York, NY, 10017
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2020Customer Dispute
February 2016Customer Dispute
July 2012Customer Dispute
May 2012Criminal
December 1989Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Gunnallen Financial, INCBroker
Spencer Clarke LLCBroker
Robb Peck Mccooey Clearing CorporationBroker
Laidlaw Equities, INC.Broker
Gruntal & CO. IncorporatedBroker
Sands Brothers & CO., LTD.Broker
Oppenheimer & CO., INC.Broker
State Registrations25 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.