Michael Calco is a CFP-designated registered investment advisor at Exodus Wealth, LLC, based in Naples, FL, with 47 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M 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 $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
Naples, FL
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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 life-work planning, which includes the sale and service of fixed insurance products such as term life, long-term care, and disability income.
Employment History
Current Registrations
Exodus Wealth, LLC
Previous Registrations
Prosperity Wealth Management, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Ifg Network Securities, INC.Broker
Buckhead Financial CorporationBroker
Anchor National Financial Services, INC.Broker
Western Reserve Financial Services CORPBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations2 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
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