Fiorile & Associates, LLC
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About
Fiorile & Associates is an independent investment advisory firm that serves individual clients, including both typical individual investors and high‑net‑worth households, through wealth management and consulting engagements. Its services cover coordinated estate planning, tax planning, risk management and investment management, and it also provides focused consulting on discrete financial topics.
The firm manages client portfolios on a non‑discretionary basis, seeking client approval before executing trades, and applies a mix of fundamental and technical analysis, asset allocation, mutual fund/ETF selection and option strategies tailored to client objectives. Tax considerations are integrated into the advisory process, including year‑end pre‑close planning and coordination with legal counsel for estate matters.
Noteworthy distinctions include an affiliation with an accounting practice: the firm’s principal is a licensed Certified Public Accountant who provides separate accounting and tax‑preparation services and clients may elect to combine those services with advisory work. The firm also departs from the common percentage‑of‑assets model used by many peers, instead operating primarily on flat and fixed fee arrangements while managing client assets exclusively on a non‑discretionary basis.
Client services
Expertise
Fee options
Consulting Services fixed fees ranging from $5,000 to $100,000, agreed upon prior to contract.
Consulting Services hourly fees from $125 to $150 per hour, when applicable.
Account minimum: $1,000,000 Fee-only: Wealth Management services charged as a flat fee based on complexity, assets, and other factors; typically $1,500 to $5,000 per month, billed quarterly in advance. Consulting Services fees are fixed fees ranging from $5,000 to $100,000 or hourly fees ranging from $125 to $150 per hour.
Main office
126 Kiwassa Road
Saranac Lake NY 12983
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Daniel M
Series 65
Saranac Lake, NY
Fiorile & Associates, LLC
Daniel Mitchell is a financial advisor at Fiorile & Associates, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at TF Cornerstone and Burns Management. Outside of his advisory role, he is involved in residential apartment leasing as a leasing consultant. Fiorile & Associates is an independent investment advisory firm serving individual investors and high-net-worth households through wealth management and consulting. The firm manages client portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and offers services primarily on flat and fixed fee arrangements.
Joseph F
PFS™, Series 66
Saranac Lake, NY
Fiorile & Associates, LLC
Joseph Fiorile is a financial advisor with Fiorile & Associates, LLC in Saranac Lake, NY. He holds the PFS™ designation and Series 66 license and has 27 years of experience in accounting and financial advisory services, including 15 years with his current firm. In addition to his advisory work, he operates an accounting and bookkeeping business. Fiorile & Associates is an independent investment advisory firm serving individual and high-net-worth clients through wealth management and consulting. The firm manages portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and employs a mix of fundamental and technical analysis alongside asset allocation and option strategies.
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