Michael Ershaghi is a registered investment advisor at Mpe Capital, based in Laguna Niguel, 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 Investment Management. Their firm serves 9 clients with $1.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPE Capital charges a fixed management fee and may also charge a performance fee, depending on whether you are a "qualified client."
- Qualified Clients: Pay a 0.5% annual management fee, plus a performance fee of 15% of net profits above a 6% hurdle rate and high-water mark.
- Non-Qualified Clients: Pay a 2.0% annual management fee.
Fee structures may vary, and management reserves the right to make exemptions in certain situations.
Location
Laguna Niguel, CA
Get directionsHistory
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
Mpe Capital
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.