Michael Mussio is a CFA, CFP-designated registered investment advisor at Fbb Capital Partners, based in Bethesda, MD, with 21 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,158 clients with $2.2B 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed. Certain legacy clients and clients acquired from other investment advisory firms may be subject to a different fee schedule.
Fee Estimator
Contact
Michael Mussio
Location
4520 East-West Highway, Suite 450, Bethesda, MD, 20814
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 Activities
Michael is a member of the Parish Finance Council at St. Raphael Catholic Church, advising on financial matters. He is also a managing member of Power 10 Capital, LLC, a holding company for his personal private investments, dedicating minimal time to each activity.
Employment History
Current Registrations
Fbb Capital Partners
Previous Registrations
Charles Schwab & CO., INC.
State Registrations3 states
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