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CFP
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CFP

Michael Cimperman

Stratos Wealth Partners, LTD
8 Years of Experience
Chagrin Falls, OH
Broker
View SEC Summary
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Michael Cimperman is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Chagrin Falls, OH, with 8 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.

Stratos Wealth Partners, LTD
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
386 advisors
Number of Clients
25,391 clients
Average Client Portfolio
$734K average
Assets Under Management
$18.6B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

35 River Street, Chagrin Falls, OH, 44022

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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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Other Business Activities

Michael operates his LPL business through Stratos Wealth Partners, Ltd. He also provides administrative support to Stratos Wealth Partners, LTD., an independent investment advisor firm, dedicating full-time hours to this activity.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
LPL Financial LLC
June 2018 - October 2020 · 2 yrs 4 mos
State Registrations2 states
OHTX
AdvisorBrokerBoth

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.
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