Michael Peter Pash
MP
CFP
Michael Peter Pash
MP
CFP

Michael Peter Pash

26 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
6,259 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$8.0B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $350K1.60%
$350K - $500K1.25%
$500K - $650K1.00%
$650K - $800K0.80%
$800K - $1.1M0.70%
$1.1M - $2.0M0.60%
$2.0M - $10.0M0.50%
$10M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Michael Peter Pash
MP
Michael Peter Pash

Location

2020 Main Street, Suite 690, Irvine, CA, 92614

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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
Pure Financial Advisors, LLC
July 2010 - Present · 15 yrs 7 mos
Previous Registrations
Multi-Financial Securities Corporation
February 1999 - July 2010 · 11 yrs 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Additional Information

As a Fee-Only registered investment advisor, Pure Financial Advisors is compensated by the client as a fiduciary and takes no other compensation from any other source.  Fee-Only is generally considered by the financial services industry as having less conflict of interest than commissioned advisors.  Our advisors are salaried-only and we believe that this arrangement further reduces conflict of interest to a level lower than Fee-Only.

Michael Peter Pash
MP
Contact
Michael Peter Pash