MZ
MZ
Michael Zappier
25 Years of Experience
Boca Raton, FL
1 DisclosureBroker
Michael Zappier is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, 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 Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2010Closed-No Action
Employment History
Current Registrations
Nfsg Corporation
March 2015 - Present · 11 yrs 2 mos
Newbridge Securities Corporation
May 2008 - Present · 18 yrs
Newbridge Securities CorporationBroker
May 2008 - Present · 18 yrs
Previous Registrations
Ladenburg Thalmann & CO. INC.Broker
November 2002 - May 2008 · 5 yrs 6 mos
Ladenburg Capital Management INC.Broker
January 2001 - November 2002 · 1 yr 10 mos
State Registrations21 states
AKCACOCTFLGAILKSMAMIMNMONCNJNYORPASCTXWAWV
AdvisorBrokerBoth
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
No exam information available for this advisor.