MD
ChFC
MD
ChFC

Michael Dichristofaro

20 Years of Experience
Bristol, PA
BrokerSells Insurance

Michael Dichristofaro is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bristol, PA, with 20 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10 Canal St., Ste. 232, Bristol, PA, 19007

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is a CPA providing tax and accounting services, dedicating about half of his time to this. He is also an independent insurance agent and an advisory representative of a Registered Investment Advisor, spending nearly full-time hours trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
July 2015 - Present · 11 yrs 3 mos
Cambridge Investment Research, INC.Broker
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
February 2007 - July 2015 · 8 yrs 5 mos
LPL Financial LLC
November 2006 - July 2015 · 8 yrs 8 mos
Mountain View Financial Advisory Services, LLC.
February 2006 - December 2012 · 6 yrs 10 mos
State Registrations7 states
FLMAMDNCNJPASC
AdvisorBrokerBoth

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
No exam information available for this advisor.