Michael Belgard is a registered investment advisor at Aligned Advisors, based in Oceanside, CA, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 51 clients with $22M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$22.3M
Fee Structure
Minimum Investment:None
Annual Retainer:$1,900 - $3,500/year
One-Time Plan:$3,000 - $5,000
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Location
1696 Ord Way, Oceanside, CA, 92056
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Regulatory History (1)
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Judgment / Lien
March 2011Other Business Activities
Michael directs plays for community theater companies, earning less than $2500 per year for these services.
Employment History
Current Registrations
Aligned Advisors
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Waddell & Reed
May 2005 - February 2014 · 8 yrs 9 mos
State Registrations1 state
ID
Advisor
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.