TrueAdvisor
TrueAdvisor
MH
MH

Michael Harrington

Altus Wealth Group, LLC
27 Years of Experience
Palm Desert, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Harrington is a registered investment advisor at Altus Wealth Group, LLC, based in Palm Desert, CA, with 27 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Estate Planning, and 6 more. Their firm serves 791 clients with $620M in assets under management.

Altus Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
791 clients
Average Client Portfolio
$784K average
Assets Under Management
$620.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Specific fees are set forth in the Investment Advisory Agreement and may vary based on account size, complexity, activity, or other agreed factors. Fees may be negotiated in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Palm Desert, CA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is a financial advisor at Altus Wealth Group since 2017, managing client assets full-time. He also sells term insurance and annuities as an insurance agent, dedicating minimal time to this activity. Michael is also the owner of MH Wealth Management, spending minimal time helping people reach their financial goals.

Employment History
Current Registrations
Altus Wealth Group, LLC
August 2017 - Present · 9 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2017 - Present · 9 yrs 2 mos
Purshe Kaplan Sterling Investments
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - August 2017 · 8 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2017 · 8 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 1999 - April 2007 · 7 yrs 5 mos
Morgan Stanley Dw INC.Broker
January 1999 - April 2007 · 8 yrs 3 mos
State Registrations12 states
CACOFLINKSMDMTNCNDNMNVWA
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Palm Desert, CA →All financial advisors in California →
Michael Harrington - Financial Advisor | TrueAdvisor