MS
ChFC

Michael Anthony Staffieri

40 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
671 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$710.7M

Fee Structure

Rovin Capital charges a fixed annual fee for financial planning and advisory services, ranging from $150 to $2,200 per month, depending on the scope and complexity of the services. For portfolio management, fees are based on assets under management, ranging from 0.25% to 2.5% annually, billed quarterly. All fees are negotiable. The firm also manages private funds (Rovin Capital Strategic Debt Fund I, LLC and Rovin Capital Strategic Real Estate Fund, LLC) with fees as described in the relevant Governing Documents.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

1 N. Macdonald, Suite 201, Mesa, AZ, 85201

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Regulatory History (1)
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Customer Dispute
March 2002
Settled
Other Business Activities

Michael is a trustee with Seacology Foundation and New Neighbor Relief Foundation, spending minimal time on this activity. He is also the treasurer for Four Peaks Little League, dedicating minimal time to reviewing the league's finances.

Employment History
Current Registrations
Rovin Capital
August 2011 - Present · 14 yrs 5 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - May 2017 · 4 yrs 10 mos
First Allied Securities, INC.
November 2009 - July 2012 · 2 yrs 8 mos
First Allied Securities, INC.Broker
November 2009 - May 2017 · 7 yrs 6 mos
Lincoln Financial Securities Corporation
July 2009 - November 2009 · 4 mos
Lincoln Financial Securities CorporationBroker
October 1985 - November 2009 · 24 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.