Mitchell Lamoriello
Mitchell Lamoriello is a CFP-designated registered investment advisor at Advus Financial Partners, LLC, based in Winter Park, FL, with 7 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 4 more. Their firm serves 528 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Investment management fees generally range from 0.10% to 1.65% of assets under management. Wealth management combining planning and investment management ranges from $0 to $25,000 plus 0.25% to 1.65% of assets. Fees are negotiable.
Fee Estimator
Contact
Mitchell Lamoriello
Location
631 W. Morse Blvd., Suite 115, Winter Park, FL, 32789
Get directionsHistory
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
Advus Financial Partners, LLC
Previous Registrations
Lamco Advisory Services INC.
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
More Advisors
- Christina Shaffer, CFAAdvus Financial Partners, LLC
- Sally Hanley-Whitworth, CFPAdvus Financial Partners, LLC
- Ryan Evans, CFPKestra Advisory Services, LLC
- Lauren Wright, CFPAmeriprise Financial Services, LLC
- Joel Garris, CFPNelson Advisory Services, INC.
- Samuel Glickman, CFPUBS Financial Services INC.