Michael Abram is a CFA-designated registered investment advisor at Integral Wealth Management, based in Turlock, CA, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 409 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 | 1.50% |
Fees are generally negotiable. The maximum annual fee charged will not exceed 1.50%.
Fee Estimator
Location
605 E Main Street, Turlock, CA, 95380
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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.
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Michael serves as the Treasurer for the City of Turlock, managing their fixed income investment portfolio since December 2024. This activity requires a few hours per week.
Employment History
Current Registrations
Integral Wealth Management
State Registrations2 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.