Michael Griffin is a CFA-designated registered investment advisor at Stack Asset Management, based in San Diego, 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 30 clients with $21M 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 | 1.00% |
Fees are negotiable.
Fee Estimator
Location
10393 San Diego Mission Road, Suite 110, San Diego, CA, 92108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns Michael Griffin CPA PC, an accounting firm, since 2019. He spends about half his time on CPA matters, such as tax returns and consulting.
Employment History
Current Registrations
Stack Asset Management
Previous Registrations
Stack Asset Management
State Registrations1 state
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