BP
CFA
BP
CFA

Bernard Joseph Picchi

13 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,958 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$3M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.25%
$10.0M - $20.0M1.00%
$20.0M - $30.0M0.90%
$30.0M - $40.0M0.75%
$40M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Bridge Plaza North, Suite 1095, Fort Lee, NJ, 07024-7102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bernard is a Director at Mercer International, a manufacturer, since 2013, dedicating a few hours per week. He leads the Compensation and Human Resources Committee of the Board.

Employment History
Current Registrations
Palisade Capital Management, LP
March 2012 - Present · 13 yrs 11 mos
State Registrations10 states
CAFLMAMDMINCNJPAVirgin IslandsWA
Advisor
Exams
No exam information available for this advisor.
Bernard Joseph Picchi - Financial Advisor | TrueAdvisor