Michael Capobianco is a registered investment advisor at Lattanzi Financial Services LLC, based in Danvers, MA, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 25 clients with $7.2M 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 | 1.00% |
The 1% fee may be reduced based upon the amount of assets and the scope of the management services provided.
Fee Estimator
Location
55 Ferncroft Road, Suite 305, Danvers, MA, 01923
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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 the Owner/Director of Rorcha LLC, a non-investment business providing business consulting services. This requires a few hours per week.
Employment History
Current Registrations
Lattanzi Financial Services LLC
Mwa Asset Management
Previous Registrations
Alc Advisory
Triad Advisors, INC.Broker
Capitol Securities Management, INC.Broker
Edgartown Advisors LLC
Capitol Securities Management, INC.
Capitol Securities & Associates, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Fidelity Brokerage Services, INC.Broker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
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.