Michael Nesheim is a registered investment advisor at G.W. Sherwold Associates, INC., based in Lake Forest, CA, with 10 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, High Net Worth, Investment Management, and 1 more. Their firm serves 424 clients with $570M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
22994 El Toro Rd, Lake Forest, CA, 92630
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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 Activities
Michael is a senior benefits consultant at Benefits Exchange Alliance Corporation and receives compensation. He also works as an employee teaching at The Master University, dedicating about 40% of his time to this role, without compensation.
Employment History
Current Registrations
G.W. Sherwold Associates, INC.
Previous Registrations
NFP Retirement INC.
State Registrations1 state
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