Michelle Onorio
Michelle Onorio is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Danvers, MA, with 23 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
Danvers, MA
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Regulatory History (2)
Regulatory
November 2015Employment Separation After Allegations
July 2015Other Business ActivitiesSells Insurance
Michelle is the owner/president of Briarwood Private Wealth, a full-service financial planning firm, dedicating nearly all of her time to it. She also owns a residential rental property and is an agent for Lafayette Life Insurance and The Standard Life Insurance Co, selling life insurance products and Medicaid compliant restricted annuities.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Previous Registrations
First Investors Advisory Services, LLC
First Investors CorporationBroker
State Registrations3 states
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