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Michael Piccoli

Woodstock Wealth Management, INC.
17 Years of Experience
West Palm Beach, FL
Sells Insurance
View SEC Summary
View SEC Summary

Michael Piccoli is a registered investment advisor at Woodstock Wealth Management, INC., based in West Palm Beach, FL, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,586 clients with $730M in assets under management.

Woodstock Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,586 clients
Average Client Portfolio
$458K average
Assets Under Management
$726.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.

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

1501 Belvedere Road, Suite 500-517, West Palm Beach, FL, 33406

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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 sole proprietor insurance agent since 2012, dedicating minimal time. He also owns Shift Financial Group LLC and Shift Financial Planning LLC, spending minimal time operating an office and paying expenses for Woodstock Wealth Management, Inc. Finally, Michael is the president of Cambridge at Abacoa HOA Board, spending a few hours per week.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Park Avenue Securities LLC
May 2009 - February 2022 · 12 yrs 9 mos
Park Avenue Securities LLCBroker
April 2009 - February 2022 · 12 yrs 10 mos
State Registrations3 states
FLRITX
Advisor

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.
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