Adele Canetti
Adele Canetti is a registered investment advisor at American Money Management, LLC, based in Rancho Santa Fe, CA, with 20 years of industry experience. Adele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 758 clients with $730M 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% |
The annual fee ranges from 0.25% to 1.50% and may be negotiable depending on the size and complexity of the client’s account.
Fee Estimator
Location
14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA, 92067
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2008Other Business Activities
Adele is the sole owner of Dollar Book Fair, a used bookstore in Buena Park, California, since 2016. She spends about 10-20% of her time on this business during non-trading hours.
Employment History
Current Registrations
American Money Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
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.