Michael Mills is a registered investment advisor at Mills Financial Group, based in Yuba City, CA, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management. Their firm serves 8 clients with $130K 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 $250K | 0.50% |
| $250K+ | 0.25% |
Fees are negotiable. Clients receive a free subscription to the MFG newsletter.
Fee Estimator
Location
Yuba City, CA
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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 involved with Mills Financial Group, which provides accounting, tax preparation, financial management, and investment advising services. The filing does not specify the amount of time Michael dedicates to this activity.
Employment History
Current Registrations
Mills Financial Group
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.