Michael Messinger
Michael Messinger is a registered investment advisor at Mulholland Wealth Advisors, LLC, based in Los Angeles, CA, with 18 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 78 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees are based on household account value and are negotiable at the firm's discretion. Management fee is inclusive of any sub-advisory fees but excludes custodial and overlay manager fees (typically 0.10% to 0.30%).
Fee Estimator
Location
1117 S. Robertson Blvd, Los Angeles, CA, 90035
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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 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
Redwood Investment Management, LLC.
Previous Registrations
Riversource Investments
UBS Financial Services INC.
State Registrations6 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.
Exams
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