MV
MV

Michael Vanni

30 Years of Experience
Horsham, PA
Broker

Michael Vanni is a registered investment advisor at Siebert Advisornxt, LLC., based in Horsham, PA, with 30 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 786 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
43 advisors
Number of Clients
786 clients
Average Client Portfolio
$366K average
Assets Under Management
$287.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $5.0M1.00%
$5M+0.75%

The fee schedule is the starting point for negotiation. Siebert negotiates fees with clients and may charge a lesser or greater management fee than listed.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

601 Dresher Road, Horsham, PA, 19044

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a dual employee and Investment Advisor Representative for Siebert AdvisorNxt, LLC, an investment advisory firm. He spends about half his time there, with compensation paid by the parent company, Siebert Financial Corporation.

Employment History
Current Registrations
Siebert Advisornxt, LLC.
November 2017 - Present · 8 yrs 10 mos
Muriel Siebert & CO., LLCBroker
October 2017 - Present · 8 yrs 11 mos
Previous Registrations
Stockcross Financial Services
September 2016 - December 2017 · 1 yr 3 mos
Stockcross Financial Services
December 2008 - October 2009 · 10 mos
Stockcross Financial Services, INC.Broker
January 2007 - December 2017 · 10 yrs 11 mos
Select Advisory Services, LLC
September 2003 - November 2005 · 2 yrs 2 mos
Fiserv Investor Services, INC.Broker
March 2001 - November 2005 · 4 yrs 8 mos
Tradestar Investments,inc.Broker
February 1996 - January 2007 · 10 yrs 11 mos
Olde Discount CorporationBroker
October 1995 - March 1996 · 5 mos
State Registrations36 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.