AP
AP

April Pica

27 Years of Experience
Brentwood, TN

April Pica is a registered investment advisor at Tranquility Partners, LLC, based in Brentwood, TN, with 27 years of industry experience. April operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 248 clients with $900M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
248 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$897.0M

Fee Structure

Minimum Investment:$1K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20.0M - $30.0M0.65%
$30M+0.50%

Fee schedule is representative and may vary. Tranquility Partners also offers wealth management plus family office services at a higher rate.

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

5214 Maryland Way, Suite 405, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Tranquility Partners, LLC
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Avondale Partners, LLCBroker
September 2001 - May 2016 · 14 yrs 8 mos
Suntrust Equitable SecuritiesBroker
December 1998 - July 2001 · 2 yrs 7 mos
Invest Financial CorporationBroker
December 1997 - December 1998 · 1 yr
Birchtree Financial Services, INC.Broker
March 1997 - April 1997 · 1 mo
State Registrations2 states
TNTX
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.