Christopher Morello
Christopher Morello is a CFP, ChFC-designated registered investment advisor at Mycio Wealth Partners, LLC, based in Philadelphia, PA, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 943 clients with $16B 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 $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50.0M - $75.0M | 0.20% |
| $75.0M - $100.0M | 0.15% |
| $100.0M - $200.0M | 0.08% |
| $200.0M - $400.0M | 0.06% |
| $400.0M - $500.0M | 0.05% |
| $500.0M - $1000.0M | 0.04% |
| $1000M+ | 0.04% |
Minimum annual fee of $25,000. Fees are negotiable based on anticipated future earning capacity, future assets, account composition, and other factors.
Fee Estimator
Location
3025 Jfk Blvd, Suite 710, Philadelphia, PA, 19104-5976
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2025Employment History
Current Registrations
Mycio Wealth Partners, LLC
Previous Registrations
Mycio Wealth Partners, LLC
State Registrations1 state
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.
Exams
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