Michael Tringali
Michael Tringali is a CFP, PFS-designated registered investment advisor at Fee-Only Financial Advisors, LLC, based in Beverly Hills, FL, with 24 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 5 more. Their firm serves 17 clients with $26M 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 | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Schedule reflects Wealth Management Services. Portfolio Management Services schedule is 0.20% lower across all tiers (0.70%, 0.50%, 0.30%). Fees are negotiable for accounts over $5,000,000. Minimum quarterly fee of $1,250 applies for Wealth Management ($1,000 for Portfolio Management).
Fee Estimator
Location
Beverly Hills, 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 Activities
Michael is a member/manager and 51% owner of Tringali Family Investment Properties, LLC, holding real estate and other investments. He also serves on the advisory board for the YMCA, is a member of the investment committee for a charitable foundation, a trustee for a private trust, and assistant treasurer for a political campaign.
Employment History
Current Registrations
Fee-Only Financial Advisors, LLC
Previous Registrations
Modera Wealth Management, LLC
Joseph Capital Management, LLC
State Registrations2 states
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