Michael Fassi
Michael Fassi is a ChFC-designated registered investment advisor at Centaurus Financial, INC., based in Windsor, CO, with 47 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
Windsor, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2019Other Business Activities
Michael teaches retirement classes through the Financial Educators Network and markets asset protection trusts to business owners through C&T Asset Protection Group Inc. He also serves as Squadron Finance Officer and Group Commander for the Civil Air Patrol, dedicating a few hours per week to each role.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Allstate Financial Services, LLCBroker
Farmers Financial Solutions, LLCBroker
Multi-Financial Securities CorporationBroker
Sunamerica Securities, INC.Broker
Sunamerica Securities, INC.Broker
Pacific Mutual Distributors, INC.Broker
Everen Securities, INC.Broker
F & G Securities, INC.Broker
Usf&g Investment Services, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
E. F. Hutton & Company INCBroker
Lincoln National Pension Insurance CompanyBroker
M. E. Metzler Organization, INC.Broker
The Lincoln National Life Insurance CompanyBroker
The Variable Annuity Marketing CompanyBroker
I. M. Simon & CO.Broker
State Registrations12 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.