Michael Cerutti
Michael Cerutti is a registered investment advisor at Modern Wealth Management, LLC, based in Rochester, NY, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
One Bausch & Lomb Place, Rochester, NY, 14604
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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 →Employment History
Current Registrations
Modern Wealth Management, LLC
Mutual Securities, INC.Broker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Osaic Fa, INC.
Osaic Fa, INC.Broker
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
G.distributors, LLCBroker
G.research, LLCBroker
State Registrations1 state
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