Michael Wall
Michael Wall is a registered investment advisor at U.S. Private Wealth, LLC, based in Palm Beach Gardens, FL, 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 4 more. Their firm serves 170 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USPW charges a percentage of your portfolio each year for investment management. The maximum annual fee is 1.50%. In addition, each household pays a $59.40 annual technology fee, billed monthly. Fees are negotiable based on your circumstances. Ongoing financial planning is included with investment management at no additional cost.
Location
3001 Pga Boulevard, Suite 103, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2019Regulatory
December 2017Regulatory
June 2017Other Business ActivitiesSells Insurance
Michael owns Michael D. Wall, LLC, where he authors books, hosts podcasts, and provides coaching services, dedicating about 10-20% of his time. He also owns Wall Private Wealth, Inc., an insurance agency where he assists clients with insurance and asset protection, taking about half of his time, and Wall Leaman, LLC, offering management consulting and business succession planning, taking about 10% of his time. Michael is also a manager at Lionkey Capital, LLC, a hedge fund, and the owner/CEO of Go Live with Purpose, Inc., a non-profit.
Employment History
Current Registrations
U.S. Private Wealth, LLC
Previous Registrations
Wall Financial Group, INC.
H. Beck, INC.
H. Beck, INC.Broker
Wellstone Securities, LLCBroker
State Registrations5 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.