Michael Mammini
Michael Mammini is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Solana Beach, CA, with 38 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
440 Stevens Avenue, Suite 350, Solana Beach, CA, 92075
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Regulatory History (1)
Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Michael sells fixed insurance, dedicating minimal time to this activity. He also owns Mammini Properties, LLC, a real estate holding company, but spends no time on it during business hours.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Sun Investment Services CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Pruco Securities CorporationBroker
State Registrations15 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.