Michael Silane is a CFA-designated registered investment advisor at 21 West Wealth Management LLC, based in Tustin, CA, with 7 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 35 clients with $140M 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 $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $12.0M | 0.50% |
| $12M+ | 0.25% |
Accounts within the same household may be combined for a reduced fee. Fees are billed monthly in arrears based on average daily balance. Annual fees may be negotiable.
Fee Estimator
Location
2522 Chambers Road, Suite 100, Tustin, CA, 92780
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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
21 West Wealth Management LLC
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.
Exams
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