Michael Zarrelli is a CFP-designated registered investment advisor at Foundry Financial LLC, based in Laurel, MD, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 184 clients with $230M 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 - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and subject to a minimum annual fee of $10,000.
Fee Estimator
Location
Laurel, MD
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
Foundry Financial LLC
Previous Registrations
Fsa Wealth Partners
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
- Scott Butler, CFPCorecap Advisors
- Charles Beal, ChFC
- Jose Jimenez, CFPOneascent Financial Services LLC
- Andre Muhammad, ChFCTransamerica Financial Advisors, LLC
- Brian Jolles, ChFC
- Kathleen Mcquade, CFPMcquade, Kathleen Mary