MF
MF

Michael Frigon

1 Year of Experience
Scottsdale, AZ

Michael Frigon is a registered investment advisor at Taylor Frigon Family Office, LLC, based in Scottsdale, AZ, with 1 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
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$7.4M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

18835 N. Thompson Peak Pkwy, Suite C-200, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Taylor Frigon Family Office, LLC
September 2024 - Present · 1 yr 8 mos
Taylor Frigon Capital Management LLC
September 2024 - Present · 1 yr 8 mos
State Registrations1 state
AZ
Advisor

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
No exam information available for this advisor.
Michael Frigon - Financial Advisor | TrueAdvisor