Michael Rinaldi
Michael Rinaldi is a registered investment advisor at Enza Financial, LLC, based in Independence, OH, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 198 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Enza Financial's fee for managing your investments is a percentage of the value of your portfolio, billed quarterly. The specific fee is negotiable and outlined in your client service agreement. The annual fee schedule is:
- First $1,000,000: up to 1.50%
- $1,000,001 to $3,000,000: up to 1.25%
- $3,000,001 to $5,000,000: up to 1.00%
- $5,000,001 to $10,000,000: up to 0.75%
- Over $10,000,001: up to 0.50%
If Enza Financial uses a third-party manager, you will incur an additional fee up to 1% of the assets managed by the third-party manager.
Location
6450 Rockside Woods Blvd S, Suite 150, Independence, OH, 44131
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 is a retirement plan consultant for Enza Financial LLC, Enza Insurance LLC (an M Financial member firm), and Enza Service Company. He dedicates a full-time commitment to each of these roles.
Employment History
Current Registrations
Enza Financial, LLC
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
LPL Financial LLC
Return on Life Wealth Partners
LPL Financial LLCBroker
Lincoln Financial Distributors, INC.Broker
MML Distributors, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
Manequity, INC.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.