MC
MC

Michael Cordaro

5 Years of Experience
Scranton, PA
May Earn Commission

Michael Cordaro is a registered investment advisor at Alliance Wealth Advisors, LLC, based in Scranton, PA, with 5 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 677 clients with $600M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
677 clients
Average Client Portfolio
$888K average
Assets Under Management
$601.1M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$600

Alliance Wealth Advisors' investment management fee is negotiated based on the amount you invest. The fee generally ranges up to 1.75% per year. There is a minimum monthly fee of $50 per client relationship. The fee is calculated based on the value of your account at the end of each month and is debited the following month. Fees for funds held at American Funds are calculated quarterly.

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Location

538 Biden Street, Suite 700, Scranton, PA, 18503

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Alliance Wealth Advisors, LLC
September 2020 - Present · 5 yrs 8 mos
State Registrations1 state
PA
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.