Michael Goddard
Michael Goddard is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Torrance, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
21151 S. Western Avenue, Torrance, CA, 90501
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Regulatory History (1)
Criminal
July 1975Other Business Activities
Michael is the CEO/founder of C-Suite Connector, a web-based executive networking group, dedicating minimal time to it. He also works as a financial advisor for OneDigital Investment Advisors LLC (about half his time) and is a member of Michael Goddard Consulting, LLC (full-time), where he advises and manages investment accounts and provides corporate retirement plan consulting.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Triad Advisors LLCBroker
Onedigital Investment Advisors
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.