MA
MA

Michael Antonacci

9 Years of Experience
Syracuse, NY

Michael Antonacci is a registered investment advisor at Rialto Wealth Management, based in Syracuse, NY, with 9 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 217 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
217 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$403.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.90%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.55%
$5.0M - $10.0M0.35%
$10M+0.20%

Fees may be negotiable.

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

126 N Salina St., Suite 404, Syracuse, NY, 13202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Rialto Wealth Management
April 2022 - Present · 4 yrs
Previous Registrations
Rockbridge Investment Management, LLC
May 2021 - May 2022 · 1 yr
The Ayco Company,l.p.
March 2015 - May 2017 · 2 yrs 2 mos
Mercer Allied Company, L.P.Broker
January 2013 - May 2017 · 4 yrs 4 mos
State Registrations1 state
NY
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.