Michael Mcconnell
Michael Mcconnell is a registered investment advisor at M Premier Partners, based in Indian Wells, CA, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 251 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Premier Partners offers comprehensive portfolio management services. The maximum annual fee charged for this service will not exceed 1.50%. Fees are calculated quarterly, based on the average daily balance of your account. Fees are negotiable.
Location
74-900 Highway 111, Suite 112, Indian Wells, CA, 92210
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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 →Other Business ActivitiesSells Insurance
Michael is a financial advisor at HMM Group LLC, dedicating nearly full-time hours to providing financial strategies. He is also an independent insurance agent for PKS Financial and Lockton Affinity, selling insurance products and fixed annuities, dedicating minimal time to each.
Employment History
Current Registrations
M Premier Partners
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling Investments
Previous Registrations
Integrated Wealth Management, INC.
State Registrations18 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.