Michael Aquino
Michael Aquino is a CFP-designated registered investment advisor at Western New York Financial Group, LLC, based in Buffalo, NY, with 8 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 206 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable and vary based on account size and the type of securities held.
Fee Estimator
Location
560 Delaware Avenue, Suite 102, Buffalo, NY, 14202
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Employment History
Current Registrations
Western New York Financial Group, LLC
Previous Registrations
Brokersxpress LLC
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.
Exams
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