Michael Ciccone is a registered investment advisor at Stonex Advisors INC., based in Hudson, OH, with 22 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, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
56 Milford Drive, Suite 308, Hudson, OH, 44236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns DCP Asset Management, LLC, his DBA financial services business, since 2012. He dedicates significantly more than full-time hours to this business.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Blue Vase Securities, LLC
Blue Vase Securities, LLCBroker
Pruco Securities, LLC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations4 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.