Michael Ginsberg
Michael Ginsberg is a CFP-designated registered investment advisor at Ginsberg Financial Strategies, based in Walnut Creek, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 127 clients with $75M 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 | 1.50% |
Fee is negotiable and will not exceed 1.5% of assets managed. Pension consulting services are also offered with fees not exceeding 1.5% of plan assets.
Fee Estimator
Location
2950 Buskirk Ave., Suite 150, Walnut Creek, CA, 94597
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 an independent insurance agent for various companies, selling term and long-term care insurance since 2005, dedicating minimal time. He also serves as Treasurer and Board Member for Glen Cove Harbor Homeowners Association since July 2023, dedicating minimal time.
Employment History
Current Registrations
Ginsberg Financial Strategies
Previous Registrations
Scf Investment Advisors, INC.
Financial Telesis, INC.
Cambridge Investment Research Advisors, INC.
New England Securities Corporation
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.