Michael Coletta
Michael Coletta is a CFP-designated registered investment advisor at Coletta Capital, LLC, based in Westlake, OH, 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, High Net Worth, Investment Management, and 1 more. Their firm serves 25 clients with $7.2M 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 | 1.25% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for amounts over $5,000,001.
Fee Estimator
Location
159 Crocker Park Blvd, Suite 400, Westlake, OH, 44145
Get directionsHistory
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 an independent insurance agent since 2022, selling insurance products. This takes about 10-20% of his time.
Employment History
Current Registrations
Coletta Capital, LLC
Previous Registrations
Kovalcik & Geraghty Wealth Partners LLP
Kovalcik & Geraghty Wealth Partners LLP
Edward Jones
Edward JonesBroker
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.