Michael Disalvo
Michael Disalvo is a CFP-designated registered investment advisor at Purposepath Capital, LLC, based in Quincy, IL, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 142 clients with $66M 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.01.
Fee Estimator
Location
636 Hampshire Street, Suite 205, Quincy, IL, 62305
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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 is a licensed insurance agent since 2011, dedicating minimal time to this activity. He is also a co-owner of PPC Tax, LLC, a tax preparation firm, and a general partner of DiSalvo Financial, L.P., a non-investment related legal entity for tax purposes.
Employment History
Current Registrations
Purposepath Capital, LLC
Previous Registrations
Krilogy Financial LLC
Securian Financial Services, INC.
State Registrations3 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.