Glen Michel
Glen Michel is a registered investment advisor at Advanced Portfolio Strategies, based in Torrance, CA, with 20 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 372 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.40% |
Fees are generally negotiable. AMGI may also utilize a blended rate for clients that intend to increase assets in the future.
Fee Estimator
Location
3625 Del Amo Blvd, Suite 190, Torrance, CA, 90503
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2017Other Business ActivitiesSells Insurance
Glen engages in general sales of life, health, disability, long-term care insurance, and annuities. He receives standard commissions from the insurance provider for these sales.
Employment History
Current Registrations
Advanced Portfolio Strategies
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
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.