Michael Comperchio
Michael Comperchio is a CFP-designated registered investment advisor at Equitable Advisors, LLC, based in Cincinnati, OH, with 25 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, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
Cincinnati, OH
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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 has various outside insurance appointments. It is not specified how much time he spends on these activities.
Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Essex National Securities, INC.
Essex National Securities, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
AXA Advisors, LLCBroker
State Registrations6 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.