Michael Staffieri is a ChFC-designated registered investment advisor at Cw Advisors, LLC, based in Lehi, UT, with 40 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 6,542 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range up to 1.50% annualized based on total assets managed. Fees are negotiable depending on account size, complexity, and specific strategies.
Fee Estimator
Location
2801 N Thanksgiving Way, 190, Lehi, UT, 84043
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other Business Activities
Michael is a trustee with Seacology Foundation and New Neighbor Relief Foundation, spending minimal time on this activity. He is also the treasurer for Four Peaks Little League, dedicating minimal time to reviewing the league's finances.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
First Allied Advisory Services, INC.
Rovin Capital
First Allied Securities, INC.
First Allied Securities, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
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.
Exams
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