Michael Messinger is a registered investment advisor at Mulholland Wealth Advisors, LLC, based in Los Angeles, CA, with 18 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 806 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees are negotiable. Overlay Manager fees typically range from 0.10% to 0.30% annually.
Fee Estimator
Location
1117 S. Robertson Blvd, Los Angeles, CA, 90035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the Chief Executive Officer of Mulholland Wealth Advisors, LLC, a wealth advisory firm, since 2015. He dedicates about a quarter of his time to business development and strategic positioning, with about 30 hours per month during trading hours.
Employment History
Current Registrations
Mulholland Wealth Advisors, LLC
Redwood Investment Management, LLC.
Previous Registrations
Riversource Investments
UBS Financial Services INC.
State Registrations6 states
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