Giancarlo Capodanno
Giancarlo Capodanno is a registered investment advisor at M Holdings Securities, INC., based in Westlake, OH, with 10 years of industry experience. Giancarlo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
30400 Detroit Road, Suite 201, Westlake, OH, 44145
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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
Giancarlo is a licensed insurance agent selling fixed insurance products, including life insurance, annuities, disability insurance, long-term care insurance, and Medicare supplements, dedicating a few hours per week. He is also a registered representative of M Holdings Securities, selling securities and receiving commissions, also dedicating a few hours per week. He also works as a volunteer speaker for the American Financial Educational Alliance (AFEA).
Employment History
Current Registrations
M Holdings Securities, INC.Broker
Prosperity Capital Advisors
Previous Registrations
Edelman Financial Engines
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
The Investment Center, INC.Broker
Metlife Securities INC.Broker
New England SecuritiesBroker
State Registrations21 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.