Michael J. Porro & CO. Financial Advisors, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Michael J. Porro & Co. Financial Advisors provides financial planning and investment management services. They work with clients to understand their financial goals and develop strategies to achieve them. Their services include retirement planning, tax planning, estate planning, insurance needs analysis, and investment portfolio analysis. They manage investments on a discretionary or non-discretionary basis, primarily using stocks, bonds, exchange traded funds (ETFs), and mutual funds.
Assets Under Management$140M
Clients314
Advisors2
Avg. per Client$430K
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.50% |
| $125K - $250K | 1.38% |
| $250K - $375K | 1.25% |
| $375K - $500K | 1.13% |
| $500K - $750K | 1.00% |
| $750K+ | 0.88% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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