MH
MH

Michael Harrington

27 Years of Experience
1 DisclosureBrokerSells Insurance

Michael Harrington is a registered investment advisor at Altus Wealth Group, LLC, based in Palm Desert, CA, with 27 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 779 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
779 clients
Average Client Portfolio
$735K average
Assets Under Management
$572.6M

Fee Structure

Minimum Investment:$250K

Altus Wealth Group charges a fee based on a percentage of the assets they manage or a flat dollar fee. The maximum annual advisory fee is 2.00%. The specific fee is set forth in your Investment Advisory Agreement and may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon. Fees are billed quarterly in advance, based on the account asset value.

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Location

Palm Desert, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Settled
Other Business ActivitiesSells Insurance

Michael is a financial advisor at Altus Wealth Group since 2017, managing client assets full-time. He also sells term insurance and annuities as an insurance agent, dedicating minimal time to this activity. Michael is also the owner of MH Wealth Management, spending minimal time helping people reach their financial goals.

Employment History
Current Registrations
Altus Wealth Group, LLC
August 2017 - Present · 8 yrs 8 mos
Purshe Kaplan Sterling Investments
August 2017 - Present · 8 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2017 - Present · 8 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - August 2017 · 8 yrs 2 mos
Morgan Stanley
June 2009 - August 2017 · 8 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 1999 - April 2007 · 7 yrs 5 mos
Morgan Stanley Dw INC.Broker
January 1999 - April 2007 · 8 yrs 3 mos
State Registrations11 states
CACOFLINKSMDMTNDNMNVWA
AdvisorBrokerBoth

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.