Michael Hood
Michael Hood is a ChFC-designated registered investment advisor at Hood Financial, LLC, based in San Diego, CA, with 11 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 45 clients with $13M 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 $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Client’s total management fee will not exceed 3%. Fees are negotiable. Fees for #2 of the Complete Sherpa Experience are included in your AUM fees.
Fee Estimator
Location
San Diego, CA
Get directionsHistory
Regulatory History (7)
Judgment / Lien
December 2019Judgment / Lien
June 2016Judgment / Lien
December 2015Judgment / Lien
November 2015Judgment / Lien
November 2014Judgment / Lien
October 2013Judgment / Lien
December 2012Other Business ActivitiesSells Insurance
Michael works as an insurance agent/salesperson for Hood Financial, LLC, dedicating about half of his time to this activity.
Employment History
Current Registrations
Hood Financial, LLC
Previous Registrations
Ars Investment Advisors, INC.
Allegis Investment Advisors, LLC
State Registrations1 state
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.