Jason Micheli is a registered investment advisor at Financial Growth Management INC., based in Villa Park, CA, with 8 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $12M 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 | 2.00% |
Fees are negotiable at Financial Growth's sole discretion.
Fee Estimator
Location
17871 Santiago Blvd, Villa Park, CA, 92861
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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
Jason serves as General Presbyter for Santa Barbara Presbytery, a religious institution, providing executive leadership. This activity, which is not investment-related, takes about three-quarters of his time.
Employment History
Current Registrations
Financial Growth Management INC.
Einstok Wealth Management LLC
Financial Growth Management, INC.
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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