Jeanette Lopiccolo
Jeanette Lopiccolo is a CFP-designated registered investment advisor at Center for Financial Planning INC, based in Southfield, MI, with 18 years of industry experience. Jeanette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,406 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Current client relationships exist where the fees are higher or lower than the Current Fee Schedule above. The Adviser, in its sole discretion, can charge a lesser investment advisory fee based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with clients, etc.).
Fee Estimator
Location
24800 Denso Drive, Suite 300, Southfield, MI, 48033-7470
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2014Other Business Activities
Jeanette works as an associate/employee providing staff and client services for Center for Financial Planning Inc. This takes about half of her time.
Employment History
Current Registrations
Center for Financial Planning INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.