MF
MF

Michael Domenic Finelli

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
908 clients
Average Client Portfolio
$15.9M average
Assets Under Management
$14.4B

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5.0M - $10.0M0.35%
$10.0M - $15.0M0.25%
$15M+0.25%

Fees negotiable for additional assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2929 Walnut Street, Suite 1200, Philadelphia, PA, 19104-5172

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mycio Wealth Partners, LLC
September 2007 - Present · 18 yrs 5 mos
Previous Registrations
Pricewaterhousecoopers Investment Advisers LLC
November 2003 - September 2007 · 3 yrs 10 mos
Lockwood Advisors INC
March 2002 - May 2003 · 1 yr 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.