Michael Erbaio
Michael Erbaio is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2012Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Shamrock Asset Management LLC
Invest Financial CorporationBroker
Invest Financial Corporation
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Sii Investments, INC.Broker
Mercer Allied Company, L.P.Broker
State Registrations1 state
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.