Michael Panella is a registered investment advisor at Cfm Advisors INC, based in Hauppauge, NY, with 8 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,081 clients with $3.5B 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 | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.80% |
| $8M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
1373 Veterans Highway, Suite 10, Hauppauge, NY, 11788
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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 →Employment History
Current Registrations
Cfm Advisors INC
Previous Registrations
Onedigital Investment Advisors
Triad Advisors LLCBroker
Paychex Securities CorporationBroker
State Registrations1 state
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