Michael Mazzella is a ChFC-designated registered investment advisor at Dynamic, based in Scottsdale, AZ, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,484 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic's investment advisory fees can range up to 2.25% annually, depending on the investment strategy's complexity and the account size. Larger accounts or less complex strategies may have lower fees. More complex situations, like multiple investment objectives or aggressive growth strategies, may incur higher fees. Fees are negotiable and vary among financial advisors. Some advisors may establish minimum fees, potentially exceeding 2.25% annually. Clients with margin accounts are subject to fees on the additional assets resulting from the use of margin.
Location
8283 N Hayden Road, Suite 135, Scottsdale, AZ, 85258
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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 involved with two outside business activities. He spends about 10-20% of his time with Benefixx LLC, an insurance agency, and works 8 hours during trading hours at Mazzella Estate and Asset Management LLC, an investment advisory firm.
Employment History
Current Registrations
Dynamic
Mazzella Estate & Asset Management, LLC
Previous Registrations
St. Bernard Financial Services, INC.Broker
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
Sagepoint Financial, INC.Broker
Sun Life Financial Distributors, INC.Broker
AXA Distributors, LLCBroker
Sunamerica Securities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 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.