Francesco Ciotola is a registered investment advisor at Everhart Advisors, based in Miami, FL, with 23 years of industry experience. Francesco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,534 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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may vary among different clients.
Fee Estimator
Location
Miami, 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
Francesco is a partner in a commercial rental property since 2005, but currently has no duties. He is also a passive investor in Lighthouse Behavioral Health Solutions and a board member of the Ohio Chamber of Commerce, dedicating minimal time to each.
Employment History
Current Registrations
Everhart Advisors
Previous Registrations
Mid Atlantic Capital CorporationBroker
Efg, INC.
Cambridge Investment Research, INC.Broker
Money Concepts Capital CORPBroker
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.