Edward Baroncini
Edward Baroncini is a registered investment advisor at Excel Wealth Management, LLC, based in Bradenton, FL, with 16 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 520 clients with $270M 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 $250K | 0.70% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.45% |
| $1M+ | 0.30% |
These fees apply to accounts implemented through Betterment Institutional. Clients participating in a Managed Account Program will incur a separate fee that will be charged by the Program Sponsor in addition to Excel Wealth’s investment advisory fee. The total blended fee, including the Advisor’s fee and the Managed Account Program’s fee, will not exceed 1.75% annually. Investment advisory fees are either based on the market value of assets under management at the end of the prior calendar quarter or the average daily balance of assets under management with the Advisor during the prior quarter, pursuant to the terms of the investment advisory agreement. Investment advisory fees are based on the scope and complexity of the Client relationship but generally do not exceed 1.75%.
Fee Estimator
Location
Bradenton, FL
Get directionsHistory
Regulatory History (9)
Customer Dispute
June 2024Customer Dispute
February 2024Customer Dispute
November 2023Customer Dispute
November 2023Customer Dispute
November 2023Customer Dispute
November 2023Customer Dispute
October 2023Customer Dispute
September 2023Customer Dispute
May 2023Other Business Activities
Edward provides investment advisory services through Excel Wealth Management, LLC, dedicating nearly full-time hours to this activity. He also manages real estate rentals through BarLuc Holdings, LLC and is a business owner at Black Bear Ventures, LLC, and a third party administrator at 401k Cube, LLC.
Employment History
Current Registrations
Excel Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations18 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.