Unclaimed
Michael Putnam Fitzhugh is a financial advisor registered with Aspiriant, LLC. Michael has been in the financial industry since 1993. Michael is also a Certified Financial Planner. Michael is licensed to provide financial advice in California and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
03/11/2019 - Present
Aspiriant, LLC (LOS ANGELES CA)
CA
08/20/1993 - 04/04/1997
P.R. TAYLOR SECURITIES CORPORATION (PALO ALTO CA)
BC
Issued 10/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Fitzhugh is the right advisor for you? Invested Better is here to help.