Michael Clark
Michael Clark is a CFP-designated registered investment advisor at West Wealth Group, LLC, based in Indian Wells, CA, with 31 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,273 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
West Wealth Group charges a percentage of your portfolio each year. The fee ranges from 0.75% to 1.50% of the value of your portfolio. The fees may be negotiable based on certain circumstances. Assets managed by third-party money managers are included when calculating West Wealth Group's advisory fee.
Location
74-760 Highway 111, Suite 202, Indian Wells, CA, 92210
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 a real estate salesperson and owner of Ensemble Realty Group, spending minimal time on referrals. He also works as an insurance agent and has been involved in a non-investment related activity since 1993, taking about a quarter of his time.
Employment History
Current Registrations
West Wealth Group, LLC
Previous Registrations
Cooper Mcmanus
Cooper Mcmanus
Securities America, INC.Broker
Sunamerica Securities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations3 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.