Michael Salam is a registered investment advisor at Atala Financial INC, based in Calabasas, CA, with 5 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 68 clients with $370M in assets under management.
Compensation
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Number of Clients
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Fee Structure
ATALA Financial charges for investment management services in one of two ways:
- A percentage of the value of your portfolio. The exact percentage depends on the investment strategy, but will not exceed 2% annually.
- A flat quarterly or annual fee, depending on the complexity of your needs.
Fees are charged quarterly in advance, based on the market value of your account on the last business day of the quarter. The firm may negotiate different fee schedules based on account size, type, and service level. If you end the agreement mid-quarter, you'll receive a refund for any unearned fees. If you use third-party managers, the combined fee for ATALA and the third-party manager will never exceed 2%.
Location
23912 Aspen Way, Calabasas, CA, 91302
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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
Atala Financial INC
Previous Registrations
Pacificfront Capital, 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.