MK
MK

Michael King

17 Years of Experience
Los Angeles, CA

Michael King is a registered investment advisor at Aspiriant, LLC, based in Los Angeles, CA, with 17 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,227 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
2,227 clients
Average Client Portfolio
$7.0M average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$14,000

Aspiriant charges a percentage of your portfolio's value annually for investment management services. The standard fee schedule ranges from 0.85% to 0.2% per year, with a $14,000 minimum annual fee. For emerging wealth clients, the minimum fee is waived for the first 48 months, but there's a $2,500 annual wealth planning retainer. If you invest in private investment offerings recommended by Aspiriant, there's an additional 0.30% annual fee on the value of those investments. If Aspiriant separately manages a durable cash account for you, the fee is 0.20% per year on the account's value.

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Location

11100 Santa Monica Blvd, Fifth Floor, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Aspiriant, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Truist Investment Services, INC.Broker
May 2019 - April 2023 · 3 yrs 11 mos
Truist Advisory Services, INC.
April 2019 - April 2023 · 4 yrs
Genspring Family Offices, LLC
November 2015 - December 2017 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - August 2015 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - August 2015 · 8 mos
The Ayco Company,l.p.
May 2012 - December 2014 · 2 yrs 7 mos
Mercer Allied Company, L.P.Broker
May 2012 - December 2014 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - April 2012 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - April 2012 · 2 yrs 6 mos
Genspring Family Offices, LLC
September 2006 - October 2009 · 3 yrs 1 mo
State Registrations1 state
CA
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.