Michael Distasio is a registered investment advisor at Valor Advisers, based in Chicago, IL, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 67 clients with $1.3M in assets under management.
Compensation
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Valor Advisers offers Comprehensive Portfolio Management, where clients receive both investment management and financial planning. The annual fee for this service will not exceed 1.95%. The exact fee will be outlined in your advisory agreement. Fees are billed monthly, based on the value of your account on the last day of the month.
Location
5919 W. Montrose Ave, Chicago, IL, 60634
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Regulatory History (1)
Regulatory
February 2022Other Business Activities
Michael manages personal real estate investments since 2012, dedicating a few hours per week to managing properties and tenants.
Employment History
Current Registrations
Valor Advisers
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.