Michael Prestifilippo
Michael Prestifilippo is a CFP-designated registered investment advisor at Wealthplan Partners, based in Morristown, NJ, with 18 years of industry experience. Michael 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, Tax Planning. Their firm serves 1,711 clients with $1.1B in assets under management.
Compensation
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Fee Structure
WPP provides investment management services for a fee based on the value of your investments. The annual fee is negotiable and varies between 0.01% and 2.00%. The exact billing terms will be determined on a case-by-case basis and shall be described in the executed advisory agreement. In certain cases, Client accounts utilizing third party managers will be charged a fee that is in addition to the fee published for our services. In other instances, this fee will be offset by our firm’s advisory fee.
Location
89 Headquarters Plaza, Suite 1443, Morristown, NJ, 07960
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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
Michael is an advisor at WealthPlan Partners, a registered investment advisory firm, where he conducts fee-based asset management. He also engages in insurance sales through WealthPlan Partners, dedicating a few hours per week to this activity.