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Michael Law

18 Years of Experience
Rolling Hills, CA
Broker

Michael Law is a registered investment advisor at J.P. Morgan Securities LLC, based in Rolling Hills, CA, with 18 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, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

27319 Hawthorne Blvd, Rolling Hills, CA, 90274

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Michael co-owns and co-manages rental properties, dedicating minimal time to these activities. These activities are investment-related.

Employment History
Current Registrations
J.P. Morgan Securities LLC
March 2018 - Present · 8 yrs 4 mos
J.P. Morgan Securities LLCBroker
March 2018 - Present · 8 yrs 4 mos
Previous Registrations
Scottrade Investment Management
January 2017 - March 2018 · 1 yr 2 mos
Scottrade, INC.Broker
February 2016 - March 2018 · 2 yrs 1 mo
Bma Advisors, LLC
February 2009 - December 2015 · 6 yrs 10 mos
Bma Securities, LLCBroker
October 2007 - November 2015 · 8 yrs 1 mo
State Registrations15 states
AZCACOFLILINMDMIMONENVNYTXUTWA
AdvisorBrokerBoth

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.
Michael Law - Financial Advisor | TrueAdvisor