Michael Rossi is a CFA, CFP, ChFC-designated registered investment advisor at Intelligent Capitalworks, based in Scottsdale, AZ, 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 100 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
ICW Investment Advisors charges an annual fee for combined investment management and wealth management services. The investment management portion is 0.50% annually. The wealth management portion varies between 0.50% and 1.25% annually, based on factors like the complexity of services, time required, and client responsiveness. The total annual fee generally varies between 1.00% and 1.75%. ICW does not offer these services independently.
Contact
Michael Rossi
Location
16427 North Scottsdale Road, Suite 350, Scottsdale, AZ, 85254-1595
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a board member for Ronald McDonald House Charities of Central and Northern Arizona since December 2024, dedicating minimal time. His duties include attending board meetings and promoting the foundation's work.
Employment History
Current Registrations
Intelligent Capitalworks
State Registrations6 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
Additional Information
EducationMaster of TaxationVillanova UniversityCharles Widger School of LawGraduate Tax Program Estate Planning CertificateVillanova UniversityCharles Widger School of LawMaster of Science in Investment Management and Financial AnalysisCreighton UniversityHeider College of BusinessPostgraduate Diploma in Financial PlanningNew York UniversitySchool of Professional StudiesBachelor of Science in Chemical EngineeringBrigham Young UniversityIra A. Fulton College of EngineeringProfessional AccreditationChartered Financial Analyst®Certified Financial Planner®Chartered Financial Consultant®Certified Investment Management Analyst®Certified Fiduciary and Trust AdvisorAccredited Investment Fiduciary®Michael has passed the Uniform Investment Advisor Law Examination and is Series 65 licensed.