Antonelli Financial Advisors is an independent registered investment advisor based in Grosse Pointe, Michigan, founded in 2016. The firm provides customized investment management and financial planning services tailored to individuals, trusts, estates, and business entities. Utilizing modern portfolio theory, Antonelli Financial Advisors builds globally diversified portfolios using exchange-traded funds, mutual funds, and individual stocks and bonds, with options for socially responsible investing. In addition to managing portfolios, the firm offers comprehensive financial planning covering retirement projections, tax strategies, estate planning, charitable giving, and college funding. Antonelli Financial Advisors operates with a focus on acting in each client's best interest, requiring discretionary authority to manage accounts while partnering with qualified custodians like Charles Schwab and Fidelity for asset safekeeping.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.20% |
Fees may be negotiated higher or lower based on unusual circumstances, pre-existing relationships, or complexity of planning.