Michael Martinelli
Michael Martinelli is a registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 14 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B 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 | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2013Other Business ActivitiesSells Insurance
Michael sells fixed life insurance since 2014. He also owns Martinelli Financial Services, his DBA, and spends about a quarter of his time on this investment-related activity.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Hartford Funds Distributors, LLCBroker
Hartford Life Distributors, LLCBroker
Pacer Financial, INC.Broker
State Registrations9 states
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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