Michael Tripicchio
Michael Tripicchio is a registered investment advisor at Total Alignment Wealth Advisors, LLC, based in New York, 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 Financial Planning & Coaching, High Net Worth. Their firm serves 28 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Total Alignment Wealth Advisors does not directly manage investments. Instead, they provide investment consultations and oversight of outside portfolio managers. They charge 0.20% of marketable securities under advisement with a minimum of $10,560 per quarter. If bundled with Portfolio Analytics, the minimum is discounted to $7,920 per year. The Portfolio Analytics service is 0.20% on marketable securities, or 0.15% if bundled, regardless of where those marketable securities are managed.
Location
5 Penn Plaza, 19th Floor, New York, NY, 10001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Total Alignment Wealth Advisors, LLC
State Registrations1 state
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