Michael Moore is a registered investment advisor at Equilibria Wealth Management, LLC, based in Midland, TX, 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 Investment Management, Retirement Planning, Tax Planning. Their firm serves 116 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equilibria Wealth Management charges a negotiable annual fee based on the total value of your portfolio. The exact fee can vary depending on your circumstances. Fees are paid quarterly in advance.
Location
Midland, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the owner of Shiloh Management Services LLC, providing contract labor. This non-investment related activity requires a few hours per week.
Employment History
Current Registrations
Equilibria Wealth Management, LLC
State Registrations1 state
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