Michael Spieler
Michael Spieler is a registered investment advisor at Strategic Blueprint, LLC, based in Irvine, CA, with 19 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, Retirement Planning. Their firm serves 3,742 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
15707 Rockfield Boulevard, Suite 130, Irvine, CA, 92618
Get directionsHistory
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 ActivitiesSells Insurance
Michael is the owner/sole proprietor of Sherpa Financial Advisors, offering securities and advisory services. He also acts as an insurance agent for fixed insurance and long-term care products, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
State Registrations12 states
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.