Michael Chechel
Michael Chechel is a registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EP Wealth Advisors offers investment management services for a fee based on a percentage of the value of your portfolio. The fee is billed either quarterly in advance or quarterly in arrears. The fees for non-discretionary accounts are higher than those for discretionary accounts. Fees are negotiable based on factors like the size and complexity of the relationship. The firm may combine account values of family members to determine the applicable advisory fee. You can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.
Location
21535 Hawthorne Blvd, Suite 400, Torrance, CA, 90503
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Regulatory History (1)
Customer Dispute
January 2015Other Business ActivitiesSells Insurance
Michael is an insurance agent with Executive Financial Planning since 2007, dedicating a few hours per week to fixed insurance sales. He also manages income and taxes as the owner of MC3 Financial Planning Corp, collects rent as President of MJ Futures LLC, owns EWM Tax Solutions LLC and commercial real estate through NorthStreet Partners LLC, and serves on the board of managers for EWM Capital, LLC.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Private Client Services, LLCBroker
401k Gps
401(k) Gps, INC.
Executive Wealth Management, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
The Huntington Investment CompanyBroker
Prudential Securities IncorporatedBroker
The J.B. Sutton Group, LLCBroker
State Registrations2 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.