Michael Todd
Michael Todd is a registered investment advisor at Onpoint Financial Management LLC, based in Beverly Hills, CA, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 62 clients with $510K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
9454 Wilshire Blvd., Suite 632A, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (3)
Regulatory
December 2022Employment Separation After Allegations
September 2021Customer Dispute
September 2021Other Business Activities
Michael is the founder of MOR, a restaurant, J&M Vibes, a lounge, and Landmark Realty, a real estate investing company. He spends a few hours per week on each of these ventures outside of trading hours.
Employment History
Current Registrations
Onpoint Financial Management LLC
Previous Registrations
Iams Wealth Management, LLC
Onpoint Financial Retirement LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
MML Investors 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.