Michael Lovecchio
Michael Lovecchio is a CFP-designated registered investment advisor at Jacobi Capital Management, LLC, based in Berwyn, PA, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,024 clients with $2.6B 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Third-party program fees and wrap fee programs may have separate terms.
Fee Estimator
Location
1055 Westlakes Drive, Ste 135, Berwyn, PA, 19312
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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 operates Jacobi Wealth Advisors as a DBA for his LPL business and provides investment advisory services through Jacobi Capital Management LLC, spending about three-quarters of his time on these activities. He also dedicates a few hours per week to selling life insurance, long-term care insurance, and fixed annuities through Premier Brokerage.
Employment History
Current Registrations
LPL Financial LLCBroker
Jacobi Capital Management, LLC
Previous Registrations
Rosenzweig & Associates
Wfg Investments, INC.Broker
Wfg Advisors, LP
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations6 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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