Michael Murgio
Michael Murgio is a CFA-designated registered investment advisor at A&m Private Wealth Partners, LLC, based in West Palm Beach, FL, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 43 clients with $1.8B 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 | 1.00% |
The maximum annual advisory fee generally is 1% of the assets under management. Fees are generally not negotiable, but can in certain instances be negotiable in the firm's sole discretion.
Fee Estimator
Location
300 Banyan Blvd, 10th Floor, West Palm Beach, FL, 33401
Get directionsHistory
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 Activities
Michael is a partner in Urban Alpha Ventures LLC, a real estate company, since January 2022, and has subordinated ownership in Speedwell Partners LLC, a private equity firm, since January 2023. He spends minimal time on these activities.
Employment History
Current Registrations
A&m Private Wealth Partners, LLC
Previous Registrations
Genspring Family Offices, 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
More Advisors
- Jonathan Fitzgerald, PFSA&m Private Wealth Partners, LLC
- Eduardo Ospina, CFAA&m Private Wealth Partners, LLC
- Matthew King, CFPA&m Private Wealth Partners, LLC
- Daniel Cavin, ChFCState Farm Investment Management CORP.
- Rayna Austin, CFPHightower Advisors, LLC
- Eric Propper, CFA