Michael Santifort
Michael Santifort is a registered investment advisor at Citizens Securities, INC., based in Conshohocken, PA, with 24 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
202 West Ridge Pike, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2014Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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
- Daniel Seiden, CFPCitizens Securities, INC.
- Zane MichalskiCitizens Securities, INC.
- Christopher Eble, CFPCitizens Securities, INC.
- Dennis RosadioCitizens Securities, INC.
- Alexander BezuglyCitizens Securities, INC.
- Jeniece McclaryCitizens Securities, INC.