Michael Zambelli
Michael Zambelli is a CFP-designated registered investment advisor at Cornerstone Advisors Asset Management, LLC, based in Bethlehem, PA, with 23 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, High Net Worth, Investment Management, and 2 more. Their firm serves 741 clients with $8.3B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees are fully negotiable for amounts over $10 million.
Fee Estimator
Location
74 West Broad Street, Suite 340, Bethlehem, PA, 18018
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 ActivitiesSells Insurance
Michael is a registered representative with M Holdings Securities, Inc. and a consultant for Cornerstone Institutional Investors, LLC (insurance agency) and Cornerstone Advisors Asset Management, LLC (investment advisor). He spends about 10-20% of his time on the first two and nearly full-time on the last.
Employment History
Current Registrations
Cornerstone Advisors Asset Management, LLC
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Cornerstone Institutional Investors, LLC
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Prudential Annuities Distributors, INCBroker
Oppenheimerfunds Distributor, INC.Broker
PNC Investments
PNC InvestmentsBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.