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Michael Robert Belgard

Aligned Advisors

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About Michael Robert Belgard

Michael Belgard is a registered investment advisor representative at Aligned Advisors. Michael has been working in the financial services industry since 2005. Michael is registered to provide advisory services in Idaho. Michael specializes in providing financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Michael Belgard is currently registered with Aligned Advisors. Aligned Advisors is a registered investment advisor headquartered in [main office location]. The firm provides financial planning and portfolio management services to high-net-worth individuals. They also offer consulting and selection of other advisors services. The firm has one licensed agent and one investment advisor representative. They manage approximately $22,250,619 in regulatory assets under management for 53 clients.

$22.25M

Assets Under Management

51

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat fee for the collection and organization of financial info

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Michael Belgard’s Registration & Firm History

CA

10/02/2024 - Present

Aligned Advisors (OCEANSIDE CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Robert Belgard.
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