Michael Wold is a registered investment advisor at Taylor Frigon Family Office, LLC, based in Scottsdale, AZ, with 2 years of industry experience. Michael 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, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The Registrant, in its sole discretion, may charge a lesser investment advisory fee, charge a flat fee, or waive its fee entirely based upon certain criteria.
Fee Estimator
Location
18835 N. Thompson Peak Pkwy, Suite C-200, Scottsdale, AZ, 85255
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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 the CFO of Wold Consulting, PC, a business consulting, tax preparation, and accounting firm, since 2006. He dedicates more than full-time hours per month to this activity, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
Taylor Frigon Family Office, LLC
State Registrations1 state
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