Michael Elizondo
Michael Elizondo is a registered investment advisor at Srs Wealth Mangement, based in San Diego, CA, 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 Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SRS Wealth Management refers clients to Gradient Investments, LLC, a third-party money manager. The fees for Gradient Investments are as follows:
- Strategic-Tactical-Allocation-Defined Outcome Portfolios: 1.60% annually
- Preservation Portfolios: 1.00% annually
- Private Wealth Portfolios: 1.50% annually
- Client Directed Accounts: $300 annually
SRS Wealth Management receives a portion of these fees as a referral fee. These fees are negotiable.
Location
8787 Complex Drive, Suite 410, San Diego, CA, 92123
Get directionsHistory
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 ActivitiesSells Insurance
Michael is involved with Successful Solutions, LLC, an insurance sales and services business, as an administrator/insurance agent since January 2020. This activity takes nearly full-time hours, including during SEC trading hours.
Employment History
Current Registrations
Srs Wealth Mangement
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.