Michael Lambrakis is a CFP-designated registered investment advisor at Ares Financial Consulting LLC, based in Tustin, CA, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 289 clients with $240M 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 $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Rates apply to corporate retirement plan consulting using asset-based pricing. Betterment and American Funds platforms charge 0.30% and 0.25% respectively.
Fee Estimator
Location
160 Centennial Way, Suite 19, Tustin, CA, 92780
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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 →Employment History
Current Registrations
Ares Financial Consulting LLC
Previous Registrations
Mariner Independent
Adviceperiod, LLC
Beacon Pointe Advisors, LLC
Wells Fargo Advisors, 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
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