Michael Paciotti
Michael Paciotti is a CFA-designated registered investment advisor at Integrated Capital Management, INC., based in Jessup, PA, with 21 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. Their firm serves 926 clients with $230M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees are negotiable for accounts over $5,000,000. Maximum annual advisory fee includes iCM's management fee, and the Client Adviser (if applicable).
Fee Estimator
Location
The Tekridge Center, 50 Alberigi Drive, Suite 114, Jessup, PA, 18434
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 Activities
Michael offers investment advisory services through Integrated Capital Management, Inc. as an investment adviser representative.
Employment History
Current Registrations
Integrated Capital Management, INC.
Previous Registrations
Park Avenue Securities LLC
Hirtle Callaghan & CO INC
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.