Michael Mansfield
Michael Mansfield is a CFP-designated registered investment advisor at The Lynd Group Advisors, LLC, based in Ventura, CA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1M+ | 0.80% |
Fee Estimator
Location
801 South Victoria Avenue, Suite 105, Ventura, CA, 93003
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 a general financial services and insurance provider, dedicating about half of his time as an insurance agent. He also works as a legal document assistant, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
The Lynd Group Advisors, LLC
Previous Registrations
Gradient Advisors, LLC
Cooper Mcmanus
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.