Michael Kiley
Michael Kiley is a registered investment advisor at Consolidated Portfolio Review CORP, based in Irvine, CA, with 43 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. Their firm serves 4,821 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consolidated Portfolio Review (CPR) offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on the amount of your portfolio and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure will be outlined in your Investment Advisory Agreement.
Here are the maximum annual advisory fees CPR permits:
Threshold Billing *When your account balance meets the next threshold level, the fee reflected is charged on the entire account balance
- $0 - $249,999: 2.75%
- $250,000 - $499,999: 2.65%
- $500,000 - $999,999: 2.50%
- $1,000,000 & Up: 2.40%
Tiered Billing *Each tier is calculated independently and is not based on entire account balance
- $0 - $100,000: 2.50%
- $100,001 - $250,000: 2.25%
- $250,001 - $500,000: 2.00%
- $500,001 - $1,000,000: 1.75%
- $1,000,001 - $2,000,000: 1.50%
- $2,000,001 - $5,000,000: 1.25%
- $5,000,001 - $10,000,000: 1.00%
- $10,000,001 & Up: 0.75%
The minimum annual management fee is $90.00.
Location
2050 Main Street, Suite 950, Irvine, CA, 92614
Get directionsHistory
Regulatory History (1)
Criminal
April 1972Other Business ActivitiesSells Insurance
Michael owns KFM Financial DBA Chamberlain Ins Svcs, where he sells various types of life insurance and 401k plans, dedicating about half of his time. He also owns Chamberlain Consulting Group, LLC, a registered investment advisor, and provides advice on offshore private placement life insurance, spending about half his time on this as well. Michael serves on the advisory board for M Financial and is compensated for this.
Employment History
Current Registrations
Consolidated Portfolio Review CORP
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Chamberlain Consulting Group, LP
Girard Securities, INC.
Girard Securities, INC.Broker
Lockwood Financial Services, INC
Lockwood Financial Services, INC.Broker
Mutual Service CorporationBroker
Canterbury Capital Services, INC.Broker
Kfm Securities, INC.Broker
Christopher Weil & Company, INCBroker
Value Equities CorporationBroker
Westlake Securities, INC.Broker
Mutual Benefit Financial Service CompanyBroker
State Registrations31 states
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.