MP
CFP
MP
CFP

Michael Pistilli

6 Years of Experience
Silverthorne, CO
May Earn Commission

Michael Pistilli is a CFP-designated registered investment advisor at Forecast Capital Management, based in Silverthorne, CO, with 6 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 191 clients with $110M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
191 clients
Average Client Portfolio
$563K average
Assets Under Management
$107.6M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.50%
$1.0M - $2.5M1.35%
$2.5M - $5.0M1.20%
$5.0M - $10.0M1.05%
$10M+0.90%

Fees are negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Silverthorne, CO

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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
Forecast Capital Management
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Great Point Capital LLCBroker
June 2024 - January 2025 · 7 mos
Charles Schwab & CO., INC.Broker
July 2019 - December 2021 · 2 yrs 5 mos
Charles Schwab & CO., INC.
July 2019 - December 2021 · 2 yrs 5 mos
State Registrations1 state
CO
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.