Michael King
Michael King is a registered investment advisor at Baroldi Wood Mance Financial Advisors, LLC, based in Foothill Ranch, CA, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 272 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The maximum annual fee charged for asset management services will not exceed 1.20%. Fees are negotiable.
Fee Estimator
Location
27442 Portola Parkway, Suite 155, Foothill Ranch, CA, 92610
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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 Activities
Michael works as an accountant at Baroldi Gundersen, LLP since 2007, dedicating full-time hours to preparing and analyzing financial statements, tax compliance, and tax projection services. He spends a few hours per week on this activity during trading hours.
Employment History
Current Registrations
Baroldi Wood Mance Financial Advisors, LLC
Previous Registrations
Proequities, INC.Broker
State Registrations1 state
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.