Michael Azzato
Michael Azzato is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (2)
Regulatory
April 2020Employment Separation After Allegations
June 2019Other Business ActivitiesSells Insurance
Michael is a life, health, property, and casualty insurance agent since 2019, dedicating about 10-20% of his time to this. He also refers business clients for insurance products and services for AFLAC, spending a few hours per week, and sells insurance-only products through Penn Global Marketing, dedicating about 10-20% of his time.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
New England SecuritiesBroker
State Registrations9 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.