Piccolo Investment Consulting offers investment advice and consulting services. Piccolo Investment Consulting works with clients to understand their financial goals and risk tolerance, then creates a portfolio using stocks, bonds, exchange traded funds, and mutual funds. Piccolo Investment Consulting also offers consulting services covering estate, pension, retirement, and other financial areas. Piccolo Investment Consulting acts as a fiduciary, always working in the client's best interest.
Assets Under Management$97M
Clients195
Advisors2
Avg. per Client$500K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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