MI
CFP
MI
CFP

Miguel Vincente Irazabal

2 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
197 clients
Average Client Portfolio
$13.1M average
Assets Under Management
$2.6B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$85,000
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Location

1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Monograph Wealth Advisors, LLC
April 2023 - Present · 2 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.