PJ Scavuzzo, Inc. is a registered investment advisor offering personalized investment advice and portfolio management services. The firm works with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. PJ Scavuzzo, Inc. tailors its investment advice to meet each client's needs and investment objectives, developing strategies based on their risk tolerance and financial circumstances. The firm monitors portfolio performance and rebalances as needed.
Assets Under Management$18M
Clients66
Advisors1
Avg. per Client$280K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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