Francesco Ciotola
Advisor at Everhart Advisors — Miami, FL
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.
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.
Credentials
Series 63
Experience Industry experience
24 years
Location
Miami, FL
Everhart Advisors
Multi-team
Francesco Ciotola is a financial advisor with Everhart Advisors in Miami, FL, holding a Series 63 designation and 23 years of industry experience. He has been with Everhart Advisors since 2003 and previously worked at Mid Atlantic Capital Corporation from 2015 to 2020. Outside of advisory work, he serves as a board member of the Ohio Chamber of Commerce. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm employs a buy-and-hold investment approach focused on low-cost, diversified portfolios and offers in-house tax consulting and bookkeeping services through CPAs.
Based on Everhart Advisors
Based on Everhart Advisors
Flat fees may be charged for consulting, legacy planning, and limited-scope services; amounts are negotiable
$0 - $3,000,000: 1% $3,000,001 - $10,000,000: 0.80% $10,000,001 - $20,000,000: 0.60% Over $20,000,000+: 0.40%
Hourly fees are charged for certain additional services such as tax, consulting, family office, and business succession services; amounts are negotiable
Minimum fee: Minimum fees may apply and are negotiable; no specific minimum dollar amount stated
Miami, FL
Miami FL
Advisors at this office
1
Florida · Ohio · Texas
24 years of industry experience
Mid Atlantic Capital Corporation
2015 - 2020 • 5 years
Dublin, OH
Everhart Advisors
2003 - Present • 23 years
Dublin, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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