Michael Brozzo is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Orlando, FL, with 26 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
1958/1950/1991/2001 Summit Park Dr., Orlando Campus, Orlando, FL, 32810
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 landlord of rental property since 2014, spending about 10-20% of his time on this activity. He also participates in internet services, dedicating about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab Investment Advisory, INC
Thomaspartners, INC.
Windhaven Investment Management, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations25 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
- Nathan Green, CFPCharles Schwab & CO., INC.
- Deo RampersaudCharles Schwab & CO., INC.
- Brad Bradley, CFPCharles Schwab & CO., INC.
- Marina Borden, CFPCharles Schwab & CO., INC.
- Sonia Preston, CFPCharles Schwab & CO., INC.
- Francesco Amato, CFA, CFPCharles Schwab & CO., INC.