Tony Pico is a registered investment advisor at Pico Associates, based in Oakland, CA, with 8 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 30 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K+ | 0.75% |
The annual account advisory fee is the greater of $50 or 1.5% (whichever is less) of the account value up to $100,000. Fees are negotiable.
Fee Estimator
Location
829 27th Avenue, 2nd Floor, Oakland, CA, 94601
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Pico Associates
Previous Registrations
Wasi
State Registrations1 state
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.