Michael Furla
Michael Furla is a CFA, CFP-designated registered investment advisor at Citrin Cooperman Wealth Management, LLC, based in Chicago, IL, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 61 clients with $1.6B 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Schedule is for discretionary accounts. Non-discretionary accounts have a different fee schedule. Investment management fees are negotiable and may be partially or completely waived at CCWM’s discretion.
Fee Estimator
Location
Chicago, IL
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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 →Other Business Activities
Michael is involved in three outside business activities. He owns Furla LLC for tax/investment purposes, operates Furla Investments Inc. as a DBA for his LPL business, and is a business owner at Bond Data, dedicating minimal time, about 10% of his time, and a few hours per week respectively.
Employment History
Current Registrations
Citrin Cooperman Wealth Management, LLC
Orba Wealth Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
The Mather Group, LLC
State Registrations2 states
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