Michael J.D. McCall, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,290,043
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
49
39% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$1,210,001
About
Michael J.D. McCall, LLC is a fee-only independent registered investment adviser that provides comprehensive portfolio management and related financial planning and consulting to individuals and other types of clients. The firm offers discretionary management using portfolios of ETFs, mutual funds, individual stocks and bonds and does not recommend commissionable securities.
The firm tailors advice through at least one initial meeting (in person or by phone) to assess a client’s financial situation, goals and risk tolerance, with periodic rebalancing and at least quarterly account reviews. It also employs third‑party money managers when appropriate, performing initial due diligence and ongoing reviews of those managers while communicating with clients about manager performance and account activity.
Notably for a solo independent adviser, the firm expressly serves corporations, charitable organizations and other business entities in addition to individuals, and provides portfolio management services for institutional‑type clients. The brochure shows the firm manages about $65.9 million across a relatively small client base and maintains a public website (FarFromWallStreet.com) while documenting periodic written reports and communications to clients beyond standard custodian statements.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
Maximum 1.50% annually, billed quarterly in advance on a pro-rata basis
Fee-only: Fee-only compensation, no commissions accepted
Main office location
Michael J.D. McCall, LLC
Bear Valley Springs CA, United States
Number of offices
1
Most active in
Michael J.D. McCall, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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