Scott Ciullo
Scott Ciullo is a registered investment advisor at Kerberrose Wealth Management, LLC, based in Marquette, MI, with 38 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,785 clients with $1.2B 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for amounts greater than $10,000,000. Tax planning and preparation services are included for clients with $1,000,000 or more in assets.
Fee Estimator
Location
205 S. Front St., Suite 2A, Marquette, MI, 49855
Get directionsHistory
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
Scott sells fixed life and fixed annuity insurance products through Scott Ciullo, Inc., dedicating minimal time to this activity. He also owns rental real estate through Ciullo Properties, LLC, spending minimal time as a landlord, and works as a registered representative and director of retirement plans.
Employment History
Current Registrations
Kerberrose Wealth Management, LLC
Previous Registrations
Apw Capital, INC.Broker
LPL Financial LLC
V Wealth Management, LLC
LPL Financial LLCBroker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Raymond James Financial Services, INC.Broker
Sii Investments, INC.Broker
Cadaret, Grant & CO., INC.Broker
Focus II Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
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.