Michael Pallozzi
Michael Pallozzi is a registered investment advisor at Hfm Investment Advisors, LLC, based in Glassboro, NJ, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 527 clients with $330M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
HFM also charges 1.00% annually for TIAA annuities only. Advisory fee is negotiable at HFM's sole discretion.
Fee Estimator
Location
102 West High Street, Suite 200, Glassboro, NJ, 08028
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Michael is an insurance agent selling insurance products and receives commissions, and he is a partner in a rental property. He also co-owns a real estate holding company, dedicating minimal time to basic building/tenant management outside of trading hours.
Employment History
Current Registrations
Hfm Investment Advisors, LLC
Previous Registrations
Hfm Investment Advisors, INC.
MML Investors Services, LLC
First Financial Advisers, LLC
State Registrations4 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.