Michael Sicuranza
Michael Sicuranza is a CFP-designated registered investment advisor at Affinity Wealth Management LLC, based in Wilmington, DE, with 30 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 664 clients with $870M 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 | 1.50% |
Annual investment advisory fees range from 0.50% to 1.50% based on complexity, asset level, and relationship scope. Fees are negotiable at the sole discretion of Affinity Wealth Management.
Fee Estimator
Location
2751 Centerville Road, Suite 110, Wilmington, DE, 19808
Get directionsHistory
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 ActivitiesSells Insurance
Michael sells fixed insurance products, including term life, disability insurance (DI), long-term care (LTC), and universal life (UL) policies. He dedicates minimal time to this activity.
Employment History
Current Registrations
Affinity Wealth Management LLC
Previous Registrations
Affinity Wealth Management LLC
Mercap Securities, LLCBroker
Milestone Wealth Advisors, INC.
Investment Management & Planning LLC
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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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