MD
MD

Michael Delpozzo

27 Years of Experience
New York, NY

Michael Delpozzo is a registered investment advisor at Masterworks Advisers, LLC, based in New York, NY, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 1,045 clients with $8.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,045 clients
Average Client Portfolio
$8K average
Assets Under Management
$8.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Long-Term Advisory Services charge 0.10% per annum, while Private Client Advisory Services charge up to 0.50% per annum. Fees accrue monthly and are payable upon a liquidating event.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

1 World Trade, 57th Floor, New York, NY, 10007

Get directions

History

Regulatory History
Clean regulatory record

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 an employee of Masterworks, LLC, an alternative investment platform, since September 2023. As a Masterworks Platform Associate, he performs defined administrative functions for a few hours per week.

Employment History
Current Registrations
Masterworks Advisers, LLC
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Arete Wealth Management, LLCBroker
April 2022 - February 2023 · 10 mos
Arete Wealth Advisors, LLC
March 2022 - July 2023 · 1 yr 4 mos
Independent Brokerage Solutions LLCBroker
February 2019 - March 2022 · 3 yrs 1 mo
Davis Securities LLCBroker
July 2016 - December 2017 · 1 yr 5 mos
Fisher Investments
April 2009 - October 2015 · 6 yrs 6 mos
Apb Financial Group, INC.Broker
January 2002 - September 2004 · 2 yrs 8 mos
UBS Painewebber INC.Broker
December 1998 - January 2002 · 3 yrs 1 mo
David Lerner Associates, INC.Broker
January 1993 - January 1999 · 6 yrs
State Registrations2 states
NYTX
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors