Troy Broyles is a registered investment advisor at Mogul Wealth Management, INC., based in Manhattan Beach, CA, with 6 years of industry experience. Troy 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, Insurance Planning, and 3 more. Their firm serves 148 clients with $59M 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 $50K | 1.95% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
818 Manhattan Beach Boulevard, Suite 200, Manhattan Beach, CA, 90266
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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
Troy is involved in real estate rental through 818 MBB LLC since 2007 and operates under the DBA Cook & Associates for his LPL business since 2022. He is also a business owner of Air Mates, spending minimal time on it, and a partner in a commercial office building.
Employment History
Current Registrations
Mogul Wealth Management, INC.
Previous Registrations
LPL Financial LLCBroker
Cetera Advisor Networks LLCBroker
State Registrations1 state
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