Michael Costantini is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Tampa, FL, with 36 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Tampa, FL
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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 Activities
Michael is a musician in a band, playing an instrument and performing shows occasionally. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
Fdx Capital LLCBroker
Catalyst Mutuals Fund Distributors LLCBroker
Alps Distributors, INC.Broker
Foreside Fund Services, LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Mbsc Securities Corporation
Mbsc Securities CorporationBroker
Sentinel Financial Services CompanyBroker
Equity Services, INC.Broker
Hartford Equity Sales Company INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations53 states
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