Angelo D'orazio is a registered investment advisor at Stoney Creek Advisors LLC, based in Rochester Hills, MI, with 6 years of industry experience. Angelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 169 clients with $48M 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 | 1.75% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable. Retirement plan management fees are different: 1.25% on the first $499,999, 1.10% from $500,000 to $999,999, and 1.00% above $1,000,000.
Fee Estimator
Location
445 S. Livernois Rd., Suite 105, Rochester Hills, MI, 48307
Get directionsHistory
Regulatory History (1)
Financial
June 2019Employment History
Current Registrations
Stoney Creek Advisors LLC
Previous Registrations
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Ameriprise Financial Services, LLCBroker
Harbor Light Planning
MML Investors Services, LLC
MML Investors Services, LLCBroker
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J.P. Morgan Securities LLCBroker
MML Investors Services, LLCBroker
State Registrations1 state
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.