Ciccarelli Advisory Services (CAS) aims to help clients achieve financial stability and independence. CAS offers comprehensive financial management, including financial planning, investment management, tax reduction planning, retirement income and distribution planning, and family wealth and protection planning. CAS manages client assets on a non-discretionary basis, meaning clients must approve each trade. CAS also offers retirement plan consulting services to employee benefit plans.
Fee Structure
Ciccarelli Advisory Services (CAS) offers investment advisory services where fees are a percentage of the assets managed. The maximum annual fee is 1.25%, but fees are negotiated on a client-by-client basis and may be less. CAS generally bills on a quarterly basis based on the market value of your assets. Clients can also pay a negotiated fixed fee or hourly fees. You must approve each trade before it is placed.