Giampiero Riccio is a CFA-designated registered investment advisor at Riccio & Associates, based in Panama, with 13 years of industry experience. Giampiero operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 55 clients with $1.3M 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 $1000K | 2.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
Panama
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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 →Other Business Activities
Giampiero is a shareholder and managing director of 5054 Investments, LLC, a real estate investment company, dedicating minimal time. He is also the managing director and sole shareholder of Riccio & Associates, S.A., a Panamanian corporation that promotes and manages real estate investments in Panama, dedicating a few hours per week.
Employment History
Current Registrations
Riccio & Associates
Previous Registrations
Riccio & Associates, LLC
Stanford Group Company
Commercebank Investments Services, INC.
State Registrations1 state
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