Pietro Passalacqua
Pietro Passalacqua is a CFP-designated registered investment advisor at Frontier Financial Planning & Capital Management, INC., based in Kokomo, IN, with 33 years of industry experience. Pietro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 124 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frontier Financial Planning & Capital Management charges a fee based on the value of your managed account. The fee starts at 1.00% and may increase up to 2.00% or be reduced below 1.00%, depending on the size of the account.
- $0 to $2,000,000: 1.00% - 2.00%
- $2,000,000 to $4,000,000: 0.75% - 1.00%
- $4,000,000+: 0.50% - 0.70%
The annual rate is fixed when you open an account. Fees are billed quarterly in advance. The fee schedule is negotiable within the ranges.
Location
2704 S Goyer Rd, Kokomo, IN, 46902
Get directionsHistory
Regulatory History (4)
Regulatory
November 2003Employment Separation After Allegations
December 2001Investigation
December 2001Criminal
April 1990Other Business ActivitiesSells Insurance
Pietro is involved in several business activities, including independent insurance sales (about 10-20% of his time), serving as a financial advisor at Frontier Financial Planning & Capital Management, Inc. (full-time), and working as an investment adviser representative at Creative Financial Designs, Inc. He also owns rental properties as President of Frontier Realty and works as a registered tax return preparer (minimal time).
Employment History
Current Registrations
Frontier Financial Planning & Capital Management, INC.
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
Frontier Financial Planning & Capital Management, INC.
The Investment Center, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 states
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.