Michael
Fasone
Fci Advisors
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About this Advisor
Michael Fasone is a financial advisor based out of Westerville, Ohio. Fasone is on the advisory team at Fci Advisors. Throughout their career, they have worked at Insights Insurance & Investment Group, Wesbanco Trust & Investments and Fci Advisors. Fasone has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Ohio. Fci Advisors is an advisory business based out of Leawood, KS. It has offices in six locations and a total of 67 advisors. It controls $13 billion in total assets among its 13,818 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 155 charities and foundations. Of its 13,818 client accounts, 22% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fees typically depend on which services the firm provides the client. Fee types charged by Fci Advisors can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fci Advisors Brokerage Details
$12,844,217,759
67
13,818
$929,528
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Michael Fasone Work History
Michael has been registered as a financial advisor for 0 years.*
Fci Advisors
Wesbanco Trust & Investments
Insights Insurance & Investment Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Fasone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fci Advisors
Leawood, KS
Leawood, KS
Leawood, KS
Shelton, CT
Leawood, KS
Leawood, KS
Shelton, CT
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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