Michael Borelli
Michael Borelli is a registered investment advisor at Downing Street Wealth Management LLC, based in Greenwood Village, CO, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 153 clients with $160M 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 $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $8.0M | 0.80% |
| $8M+ | 0.70% |
Fees may be negotiable. The minimum annual fee including both investment management and ongoing planning is $2,500.
Fee Estimator
Contact
Michael Borelli
Location
6021 S. Syracuse Way, Suite 312, Greenwood Village, CO, 80111
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
Downing Street Wealth Management LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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