Pricing & Services

Mike offers comprehensive investment management for accounts with a minimum of $100,000. For those who do not meet the account minimum or for those who would like a more comprehensive look at their overall financial strategy, Mike offers his exclusive Consulting Program.

Investment Management

For individuals and families seeking investing services, Mike serves as a hands-on guide. He gets to know you and your hopes and fears, sets you on a path toward your goals, and helps you stay on track for the long haul.

After determining your objectives, risk tolerance, and investment horizon, Mike develops your portfolio, which may contain a mix of stocks, bonds, ETFs, and other investments, depending on your goals and risk tolerance. He continuously monitors your portfolio and conducts regular performance checks to ensure your portfolio is ideally positioned to help you work toward your goals.

Mike charges a 1.00% advisory fee for all accounts above $100,000.

Consulting Program

Mike’s Consulting Program aims to help clients optimize their wealth throughout their lives. His goal is to understand you and your financial priorities and, from there, see how he can help.

Through this program, Mike works closely with you to understand your needs, define a course of action, develop a financial and investment strategy, and review them on a regular basis. Through a combination of one-on-one consulting and technology resources, the Consulting Program can help you integrate your financial strategies and feel more confident in your financial decision-making.

Working with Mike, you’ll benefit from:

One year of consultation, which includes setting goals together and answering both your financial and non-investment concerns
A personalized strategy, with regular updates made
Professional overseeing of key decisions
Quarterly progress calls

The Consulting Program is $1200 per year, and can be utilized on an ongoing basis.

To learn more about how Mike may be able to help, connect with him on LinkedIn, call his office at (949) 221-8105 x 2128, or email him.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Trilogy Capital, a registered investment advisor. Trilogy Capital and Trilogy Financial are separate entities from LPL Financial.

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