Michael Fidler
Michael Fidler is a registered investment advisor at Cfci, based in Tampa, FL, with 31 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 1,083 clients with $600M 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 $250K | 1.65% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.45% |
| $1.0M - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fee schedule shown is for Equity Blended Model. Mutual Fund Model: $0 to $250,000: 1.40%, $250,001 to $500,000: 1.30%, $500,001 to $1,000,000: 1.20%, $1,000,0001 to $2,500,000: 1.10%, $2,500,001 to $5,000,000: 1.00%, Over $5,000,000: Negotiable. Fixed Income Model: $0 to $250,000: 1.35%, $250,001 to $500,000: 1.30%, $500,001 to $1,000,000: 1.20%, $1,000,0001 to $2,500,000: 1.15%, $2,500,001 to $5,000,000: 1.05%, Over $5,000,000: Negotiable. ABP/CoreEQ Model: $0 to $250,000: 1.30%, $250,001 to $500,000: 1.25%, $500,001 to $1,000,000: 1.20%, $1,000,0001 to $2,500,000: 1.15%, $2,500,001 to $5,000,000: 1.10%, Over $5,000,000: Negotiable. CFCI also charges 0.25% for management of cash and accommodation accounts. Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (3)
Judgment / Lien
May 2015Judgment / Lien
March 2012Judgment / Lien
September 2010Other Business ActivitiesSells Insurance
Michael is a minor owner in his wife's silk screen embroidery business, spending minimal time on it. He also volunteers at a non-profit radio station. Michael works as a financial consultant focusing on insurance, employee benefits, and investments, dedicating full-time hours to this role.
Employment History
Current Registrations
Cfci
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Spc
Sammons Securities Company, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations5 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.