Manuel Negron
Manuel Negron is a registered investment advisor at M2 Financial LLC, based in Cottonwood Heights, UT, with 7 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 515 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are not negotiable. Only one rate is charged against all of the client's assets under management (not a blended rate).
Fee Estimator
Location
7396 S Union Park Ave., Suite 301, Cottonwood Heights, UT, 84047
Get directionsHistory
Regulatory History (3)
Investigation
April 2019Regulatory
October 2011Regulatory
February 2010Other Business ActivitiesSells Insurance
Manuel runs an insurance agency through GenWealth Advisory Group, selling insurance and annuity products since 2007. This takes about three-quarters of his time, including time during securities trading hours.
Employment History
Current Registrations
M2 Financial LLC
Previous Registrations
Teton Wealth Group LLC
New Millennium Group
Ae Wealth Management, LLC
State Registrations2 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.
Exams
More Advisors
- Barry Watson, CFPSequoia Financial Group, L.L.C.
- Nathan Stagg, ChFCLido
- Peter Hughes, CFATelos Partners LLC
- Natcha Nussbaum, CFPCharles Schwab & CO., INC.
- Cameron Cole, CFPEmpirical Wealth Management
- Curtis Gray, CFPCharles Schwab & CO., INC.