Agostino Tiseo is a CFP-designated registered investment advisor at Edward Jones, based in Macomb, MI, with 33 years of industry experience. Agostino is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
15310 Wellington Center Blvd, Suite 6, Macomb, MI, 48044-3536
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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
Agostino is a high school baseball coach and manages multiple rental properties through Tiseo Properties, Rental Property, and Augjen Properties. These activities require minimal time commitment overall.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Fimco Securities Group, INC.Broker
Comerica SecuritiesBroker
State Registrations33 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.
Exams
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