Carli Piccolella is a registered investment advisor at Personal Cfo Solutions LLC, based in Chester, NJ, with 13 years of industry experience. Carli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 611 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Personal CFO Solutions offers discretionary portfolio management services. The annual fee is a percentage of the value of your portfolio: 0.5%, 0.75%, or 1%. The specific percentage is negotiable. Fees are deducted from your account quarterly. As an alternative, Personal CFO may recommend independent investment managers, who charge separate fees.
Location
384 Main Street, Chester, NJ, 07930-2528
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Personal Cfo Solutions LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Personal Financial Management
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
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.