MC
MC

Michael Comorre

21 Years of Experience
Beverly Hills, CA
Broker

Michael Comorre is a registered investment advisor at RBC Securities, INC., based in Beverly Hills, CA, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,451 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
121 advisors
Number of Clients
1,451 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$500

RBC Securities offers a wrap fee program where you pay a single bundled fee that covers portfolio management, transaction costs, and custodial services. The fee is based on the market value of your account.

For Moderate Growth & Income, Growth & Income, Capital Growth, and Aggressive Capital Growth strategies:

  • 1.25% annually on the first $1,000,000
  • 1.00% annually on assets over $1,000,000

For Diversified Fixed Income and Conservative Growth & Income strategies:

  • 0.80% annually on the first $1,000,000
  • 0.65% annually on assets over $1,000,000

There is a $500 minimum annual fee. These fees are negotiable in certain circumstances.

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Location

400 N. Roxbury Dr., 2nd FLOOR, Beverly Hills, CA, 90210

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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 owns Comorre Nose Corp, a wine business, since 2013. He dedicates minimal time to this venture, with 40 hours per month during securities trading hours.

Employment History
Current Registrations
RBC Securities, INC.
June 2014 - Present · 11 yrs 11 mos
RBC Securities, INCBroker
August 2004 - Present · 21 yrs 9 mos
RBC Securities, INC
August 2004 - Present · 21 yrs 9 mos
Previous Registrations
Edward JonesBroker
March 2004 - May 2004 · 2 mos
Wells Fargo Investments, LLCBroker
January 2004 - March 2004 · 2 mos
State Registrations51 states
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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.