Michael Mustico is a registered investment advisor at The Mustico Financial Group, INC., based in Elmira, NY, with 1 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 460 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mustico Financial Group's fees for investment management are based on a percentage of the assets they manage for you, generally ranging from 0.65% to 1.95% per year. These fees are billed quarterly, in advance, based on the value of your account at the end of the previous year, plus any additions to the account. A minimum of $100,000 in assets is generally required for this service, but this may be negotiable. For accounts below this minimum, there may be a one-time processing fee of $45 and an annual maintenance fee of $45.
Location
221 West Church St., Elmira, NY, 14901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a 1% general managing partner of 221 West Church Street Holding LLC since 2013. The company owns the building where Michael's financial group and other tenants rent space, and he spends minimal time on bookkeeping tasks related to this activity.
Employment History
Current Registrations
The Mustico Financial Group, INC.
State Registrations1 state
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