Michael Bornstein
Michael Bornstein is a registered investment advisor at Signature Resources Capital Management, LLC, based in El Segundo, CA, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 378 clients with $300M 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+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. Additional program fees apply for accounts under $250,000 ranging from 0.10% to 0.30%.
Fee Estimator
Location
426 Main Street, First Floor, El Segundo, CA, 90245
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 works as an agent at Signature Resources Insurance and Financial Services, focusing on insurance sales and service since May 2019. This activity takes a few hours per week during business hours.
Employment History
Current Registrations
Signature Resources Capital Management, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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
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