Michael Ferguson
Michael Ferguson is a registered investment advisor at Assetmark, INC., based in Concord, CA, 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 Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
Get directionsHistory
Regulatory History (2)
Financial
August 2024Financial
August 2019Other Business Activities
Michael works full-time as a Senior Vendor Performance Lead at AssetMark, Inc. He also owns an online apparel sales business and is the author of a children's book sold on Amazon, dedicating about 10-20% of his time and a few hours per week, respectively, to these ventures.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLC
Assetmark Brokerage, LLCBroker
Previous Registrations
Assetmark Brokerage, LLCBroker
Capital Brokerage CorporationBroker
Assetmark, INC.
Capital Brokerage CorporationBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations1 state
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