John Mazzarella
John Mazzarella is a registered investment advisor at Fifth Third Securities, INC., based in West Bloomfield, MI, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
4747 Haggerty Rd, West Bloomfield, MI, 48323
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
August 2018Financial
November 2016Financial
November 2016Employment History
Current Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Previous Registrations
Citizens Securities, INC.Broker
Citizens Investment Services
LPL Financial LLC
LPL Financial LLCBroker
Princor Financial Services CorporationBroker
AXA Advisors, LLCBroker
State Registrations18 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.