Michael Stewart
Michael Stewart is a registered investment advisor at Yarash Global Solutions INC., based in Glendale, 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 Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yarash Global Solutions Inc. offers Comprehensive Portfolio Management, where the maximum annual fee charged will not exceed 2.00%. The fees are negotiable and billed quarterly in advance based on the value of the account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals during the quarter.
Location
801 N. Brand Blvd, Suite 220, Glendale, CA, 91203
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael owns Yarash Insurance Solutions LLC, offering insurance products and services, dedicating about 10-20% of his time. He also owns Yarash Real Estate Inc., reviewing properties and providing real estate consulting, spending a few hours per week, and Yarash Global Consulting LLC, a full-service consulting business, also spending a few hours per week.
Employment History
Current Registrations
Yarash Global Solutions INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Banc of America Investment Services, INC.Broker
State Registrations3 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.