Michael Sidoti
Michael Sidoti is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Akron, 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 Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
130 Springside Dr, Suite 100, Akron, OH, 44333
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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 involved in insurance sales for multiple carriers, including Penn Mutual Life Insurance Company, through 21st Century Financial, Inc. and Blu Dot Financial, L.L.C., dedicating about a quarter of his time to each. Additionally, Michael is the President/Officer of Sand Court Condo Association, spending a few hours per week, and owns rental properties through Blu Dot Holdings II, L.L.C. and Blu Dot Holdings III, L.L.C., spending minimal time on each.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations21 states
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