Michael Collesano
Michael Collesano is a registered investment advisor at Stirlingshire Investments, based in New York, NY, with 4 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Investment Management, Real Estate Investing, and 1 more. Their firm serves 1,071 clients with $240M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Portfolio management fees are calculated using a blended rate across tiers and billed monthly in arrears based on the average daily balance. Additional model marketplace fees of 20 to 100 basis points apply if selecting third-party model strategies.
Fee Estimator
Location
New York, NY
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2019Judgment / Lien
August 2019Other Business Activities
Michael is an attorney and president of Michael Collesano LLM PC, a New York State S Corp. He is also a licensed New York State real estate broker, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Stirlingshire Investments
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Previous Registrations
Cova Capital Partners LLCBroker
State Registrations3 states
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
- Steven WoodsStirlingshire Investments
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.
- Joshua Rubin, CFPNerdwallet Wealth Partners, LLC
- Karen Felmly, CFPMorgan Stanley