JV
JV

John Verducci

11 Years of Experience
Agawam, MA

John Verducci is a registered investment advisor at Verducci Asset Management, INC., based in Agawam, MA, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Medical Professionals, and 1 more. Their firm serves 209 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
209 clients
Average Client Portfolio
$112K average
Assets Under Management
$23.4M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $1.0M0.90%
$1.0M - $3.0M0.80%
$3M+0.60%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Agawam, MA

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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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Employment History
Current Registrations
Verducci Asset Management, INC.
August 2014 - Present · 11 yrs 9 mos
State Registrations2 states
CTMA
Advisor

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.

Exams
No exam information available for this advisor.