Michael Santelli is a CFA-designated registered investment advisor at Ancora Private Wealth Advisors, LLC, based in Cleveland, OH, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,083 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are progressive. Fees over $100 million are negotiable.
Fee Estimator
Location
6060 Parkland Boulevard, Suite 200, Cleveland, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Michael is a member and treasurer of Enrico Properties, LLC, a real estate investment company, since 2012. This requires minimal time.
Employment History
Current Registrations
Ancora Private Wealth Advisors, LLC
State Registrations1 state
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