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Michael Todd Messinger

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
806 clients
Average Client Portfolio
$674K average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.45%

All advisory fees are negotiable at the sole discretion of Mulholland.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1117 S. Robertson Blvd, Los Angeles, CA, 90035

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is the Chief Executive Officer of Mulholland Wealth Advisors, LLC, a wealth advisory firm, since 2015. He dedicates about a quarter of his time to business development and strategic positioning, with about 30 hours per month during trading hours.

Employment History
Current Registrations
Mulholland Wealth Advisors, LLC
April 2016 - Present · 9 yrs 10 mos
Redwood Investment Management, LLC.
April 2010 - Present · 15 yrs 10 mos
Previous Registrations
Riversource Investments
March 2009 - March 2010 · 1 yr
UBS Financial Services INC.
April 2002 - June 2003 · 1 yr 2 mos
State Registrations6 states
AZCAINORTXWA
Advisor
Exams
No exam information available for this advisor.