Michael Sicuranza
Michael Sicuranza is a CFP-designated registered investment advisor at Affinity Wealth Management LLC, based in Wilmington, DE, with 30 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 639 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Affinity Wealth Management's investment advisory fees range from 0.50% to 1.50% annually, based on the value of your portfolio. The fee depends on the complexity of services, the amount of assets managed, and the overall relationship with AWM. Fees are negotiable.
Location
2751 Centerville Road, Suite 110, Wilmington, DE, 19808
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael sells fixed insurance products, including term life, disability insurance (DI), long-term care (LTC), and universal life (UL) policies. He dedicates minimal time to this activity.
Employment History
Current Registrations
Affinity Wealth Management LLC
Previous Registrations
Affinity Wealth Management LLC
Mercap Securities, LLCBroker
Milestone Wealth Advisors, INC.
Investment Management & Planning LLC
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.