Michael Haney is a registered investment advisor at Capital Research & Consulting LLC, based in Pasadena, 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 Investment Management. Their firm serves 28 clients with $6.1B 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 | 0.50% |
Fees are negotiable. Consulting fees range from 0.05% to 0.35% annually. Managed portfolio investment options range from 0.10% to 0.50% annually.
Fee Estimator
Location
15 S. Raymond Avenue, Suite 200, Pasadena, CA, 91105
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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.
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Michael is a licensed solicitor through Capital Research & Consulting LLC since 2009. He dedicates nearly full-time hours to this investment-related business, with half of those hours occurring outside of normal trading hours.
Employment History
Current Registrations
Capital Research & Consulting LLC
Arroyo Investment Group, LLC
State Registrations1 state
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