Charles Piermani is a registered investment advisor at Piermani Charles J Associates, based in Norristown, PA, with 23 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 252 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Charles J. Piermani Associates' investment management fees are either hourly or a percentage of the assets they manage. The final fee schedule is in the Investment Advisory Contract. Fees are paid yearly in advance, and clients can terminate with thirty days' written notice for a prorated refund. Three clients have a fee agreement of 0.25%, paid quarterly.
Location
Norristown, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the president of Charles J. Piermani & Company, working as a tax consultant since 1976. He dedicates about 10-20% of his time to tax preparation and advising.
Employment History
Current Registrations
Piermani Charles J Associates
State Registrations3 states
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