Michael Fuller
Michael Fuller is a registered investment advisor at Perennial Financial Services, based in Los Angeles, CA, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA, 90025
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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 ActivitiesSells Insurance
Michael operates under the DBA Perennial Financial Services for his LPL business and provides investment advisory services through Perennial Investment Advisors, LLC, dedicating full-time hours to the latter. He also engages in real estate rental and is an insurance agent through Perennial Legacy Insurance Solutions, spending a few hours per week on insurance activities, and is a board member for LMUSD, spending minimal time.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations11 states
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