MP
MP
Michael Piccolo
30 Years of Experience
Paramus, NJ
1 DisclosureBroker
Michael Piccolo is a registered investment advisor at Wells Fargo Advisors, based in Paramus, NJ, with 30 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
461 From Road, Suite 101, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2019Settled
Employment History
Current Registrations
Wells Fargo Advisors
December 2020 - Present · 5 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Morgan Stanley
May 2011 - December 2020 · 9 yrs 7 mos
Morgan StanleyBroker
May 2011 - December 2020 · 9 yrs 7 mos
Wells Fargo Advisors, LLC
November 2006 - May 2011 · 4 yrs 6 mos
Wells Fargo Advisors, LLCBroker
August 2006 - May 2011 · 4 yrs 9 mos
Bny Investment Center INC.Broker
October 1999 - August 2006 · 6 yrs 10 mos
Essex National Securities, INC.Broker
February 1997 - January 2000 · 2 yrs 11 mos
Metlife Securities INC.Broker
October 1995 - February 1997 · 1 yr 4 mos
Metropolitan Life Insurance CompanyBroker
October 1995 - February 1997 · 1 yr 4 mos
State Registrations23 states
ALAZCACOCTDCFLGAILMAMDMIMNNCNHNJNVNYORPASCTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.