Danny Michael is a CFP-designated registered investment advisor at Satori Wealth Management, INC., based in San Diego, CA, with 18 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 34 clients with $60M 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 $1.0M | 1.45% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees may be negotiable based on the complexity of the client’s financial situation or total assets under management.
Fee Estimator
Contact
Danny Michael
Location
4660 La Jolla Village Drive, Suite 100, San Diego, CA, 92122-4604
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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 →Employment History
Current Registrations
Satori Wealth Management, INC.
Previous Registrations
Pure Financial Advisors, INC.
U.S. Bancorp Investments, INC.
Countrywide Investment Services, INC.
Unionbanc Investment Services, LLC
State Registrations1 state
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
Additional Information
Principal & Founder