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Michael Erbaio

Spire Wealth Management, LLC
21 Years of Experience
Fort Lauderdale, FL
1 DisclosureBroker
View SEC Summary
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Michael Erbaio is a registered investment advisor at Spire Wealth Management, LLC, based in Fort Lauderdale, FL, with 21 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,379 clients with $4.5B in assets under management.

Spire Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
6,379 clients
Average Client Portfolio
$708K average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees generally range from 0.02% to 2.25% of assets under management. Individual advisors set specific fee schedules and retain discretion to negotiate alternative fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

401 E. Las Olas Blvd., Suite 1400, Fort Lauderdale, FL, 33301

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2012
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Spire Wealth Management, LLC
February 2018 - Present · 8 yrs 8 mos
Spire Securities, LLCBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Securities America Advisors, INC.
December 2017 - January 2018 · 1 mo
Securities America, INC.Broker
January 2017 - January 2018 · 1 yr
Shamrock Asset Management LLC
May 2014 - April 2016 · 1 yr 11 mos
Invest Financial CorporationBroker
March 2014 - May 2014 · 2 mos
Invest Financial Corporation
February 2014 - May 2014 · 3 mos
Tiaa-Cref Advice and Planning Services
March 2013 - August 2013 · 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2013 - August 2013 · 5 mos
VALIC Financial Advisors, INC.Broker
November 2012 - January 2013 · 2 mos
VALIC Financial Advisors, INC.
October 2012 - January 2013 · 3 mos
Strategic Advisers, INC.
June 2006 - August 2012 · 6 yrs 2 mos
Fidelity Brokerage Services LLCBroker
February 2006 - August 2012 · 6 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
March 2005 - September 2005 · 6 mos
Sii Investments, INC.Broker
March 2004 - September 2004 · 6 mos
Mercer Allied Company, L.P.Broker
August 2002 - April 2004 · 1 yr 8 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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
No exam information available for this advisor.
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