Guiseppi Morabito
Guiseppi Morabito is a CFP-designated registered investment advisor at M&m Wealth Management, LLC, based in Fort Myers, FL, with 19 years of industry experience. Guiseppi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 251 clients with $83M 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 | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
13410 Parker Commons Blvd, Suite 101, Fort Myers, FL, 33912
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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 ActivitiesSells Insurance
Guiseppi is a licensed insurance agent since 2005, offering life, health, and annuity insurance, dedicating a few hours per week to this. He is also the owner of M&M Insurance Services, LLC since 2021, spending about 10-20% of his time analyzing illustrations and providing quotes.
Employment History
Current Registrations
M&m Wealth Management, LLC
Previous Registrations
J P Turner & Company Capital Management, LLC
Fsc Securities Corporation
Metlife Securities INC.
State Registrations5 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.