MM
MM
Michael Maniscalco
23 Years of Experience
Wayne, PA
1 DisclosureBroker
Michael Maniscalco is a registered investment advisor at Charles Schwab & CO., INC., based in Wayne, PA, with 23 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, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
200 West Lancaster Ave, Wayne, PA, 19087-4046
Get directionsHistory
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.
Customer Dispute
July 2024Withdrawn
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2009 - Present · 17 yrs 4 mos
Charles Schwab & CO., INC.Broker
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Tiaa-Cref Advice and Planning Services
September 2007 - October 2008 · 1 yr 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2007 - October 2008 · 1 yr 5 mos
Sei Investments Distribution CO.Broker
July 2006 - May 2007 · 10 mos
Charles Schwab & CO., INC.Broker
November 2003 - August 2004 · 9 mos
Charles Schwab & CO., INC.Broker
September 2000 - December 2002 · 2 yrs 3 mos
Vanguard Marketing CorporationBroker
February 1999 - June 2000 · 1 yr 4 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAIAIDILMAMDMIMNNCNHNJNYOHPARISCTNTXUTVAWAWI
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.