Massimo Teresi
Massimo Teresi is a registered investment advisor at Integrity Wealth Management, based in Sarasota, FL, with 1 years of industry experience. Massimo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199 clients with $66M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
6561 Palmer Park Circle, Suite C, Sarasota, FL, 34238-3056
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 →Other Business ActivitiesSells Insurance
Massimo is an independent licensed insurance agent since June 2022, selling fixed indexed annuities and multi-year guaranteed annuities in Sarasota, Florida. This activity is investment-related.
Employment History
Current Registrations
Integrity Wealth Management
Previous Registrations
Swan Retirement Strategies
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.