Michael Puryear is a registered investment advisor at Westwood Wealth Management, based in Los Angeles, CA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 79 clients with $340M 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 $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
11150 Santa Monica Blvd., Suite 740, Los Angeles, CA, 90025
Get directionsHistory
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
Westwood Wealth Management
Previous Registrations
Gsg Capital Advisors, LLC
Howard Capital Management
Gkm Advisers, LLC
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.