Michael Porricelli
Michael Porricelli is a registered investment advisor at Northcoast Asset Management LLC, based in Greenwich, CT, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,486 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NorthCoast Asset Management determines investment management fees on a case-by-case basis, taking into account the amount of assets managed and the variety and complexity of the services provided. Fees are typically charged as a percentage of your portfolio on a quarterly basis in arrears. Fees are potentially subject to negotiation.
Location
One Greenwich Office Park, Greenwich, CT, 06831
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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.
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Michael is a licensed real estate salesperson in Connecticut since 2019, engaging in part-time real estate activities for personal use. He dedicates a few hours per week to this activity and does not solicit new business.
Employment History
Current Registrations
Northcoast Asset Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Connectus Wealth
Northcoast Asset Management LLC
Quasar Distributors, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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
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