Michael Briglia
Michael Briglia is a CFP, PFS-designated registered investment advisor at Compass Ion Advisors, LLC, based in Fernandina Beach, FL, with 14 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,204 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Ion Advisors charges an annual fee based on a percentage of the value of your portfolio for combined investment management and ongoing financial planning. This fee is calculated and paid quarterly in advance.
Location
Fernandina Beach, FL
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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 a licensed insurance agent selling insurance products for multiple carriers, dedicating a few hours per week. He also instructs financial literacy classes, serves as board chair for a homeless shelter, and is a partner in a commercial rental property.
Employment History
Current Registrations
Compass Ion Advisors, LLC
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Pillar Wealth Advisors, LLC
State Registrations3 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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