Advisor at AZA Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Flat dollar fees may be negotiated and applied instead of percentage fees for certain clients/projects; specific amounts not disclosed.
0.40% to 1.20% annually depending on services rendered; subject to negotiation
Account minimum: $500,000 minimum (may be waived at sole discretion of firm) Minimum fee: Flat dollar fee may be utilized instead of percentage of managed assets in certain circumstances, typically for larger or more complex projects; specific amounts not stated. Fee-only: Investment advisory fees only; no commissions or other compensation from product sales.
AZA Capital Management
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65
Glen Arbor, MI
Merrill
J Fioroni is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in investment and wealth management advisory services. Since joining Merrill in 1982, he has focused on developing client relationships tailored to their individual needs and aspirations. Working as part of Team Fioroni, which collectively holds over 60 years of industry experience, he assists clients ranging from growing families to retirees in defining and pursuing their financial goals through comprehensive wealth management planning. Fioroni holds the Chartered Retirement Planning Counselor (CRPC™) and Personal Investment Advisor (PIA) designations. He earned dual Bachelor of Arts degrees from Michigan State University. Beyond his advisory role, he has been involved in leadership development, having taught Dale Carnegie Leadership Courses for 15 years across Michigan. He is an officer of the Rotary Club of Flint, Michigan, and actively participates in the community through this organization. Fioroni is also an avid baseball player and fan, competing in Men’s Senior Baseball tournaments locally and nationally. He lives in Michigan with his wife, Lynette, and their three children.
Series 63, Series 66
Suttons Bay, MI
Saxony Capital Management, LLC
Series 63, Series 66
Maple City, MI
Robert Baird & Co.
Series 63, Series 65
Northport, MI
STIFEL
Series 63, Series 66
Maple City, MI
STIFEL
Series 63
Leland, MI
Robert Baird & Co.
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