CFP

Michael Aquino

7 Years of Experience

Buffalo, NY

1 Disclosure

Michael Aquino is a CFP-designated registered investment advisor at Western New York Financial Group, LLC, based in Buffalo, NY, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 191 clients with $81M in assets under management.

Western New York Financial Group, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

191 clients

Average Client Portfolio

$422K average

Assets Under Management

$80.6M

Fee Structure

Minimum Investment:$500K

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.50%

Maximum annual fee is 1.50%. The fee is negotiable and varies based on the size of the account and type of securities held in the account.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

560 Delaware Avenue, Suite 102, Buffalo, NY, 14202

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History

Regulatory History (1)

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Customer Dispute

March 2010

Denied

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Employment History

Current Registrations

Western New York Financial Group, LLC

August 2021 - Present · 4 yrs 9 mos

Previous Registrations

Brokersxpress LLC

January 2009 - December 2011 · 2 yrs 11 mos

State Registrations1 state

Advisor

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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