Andrew Picchietti is a registered investment advisor at Midwestern Financial Group, based in Iowa City, IA, with 3 years of industry experience. Andrew 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, Investment Management, and 2 more. Their firm serves 122 clients with $140M 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.76% |
| $5.0M - $10.0M | 0.64% |
| $10M+ | 0.50% |
Annual fees are negotiable. For fee calculation purposes, accounts within the same household are aggregated to reach the fee breakpoints.
Fee Estimator
Location
103 E College Street, Suite 210, Iowa City, IA, 52240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Midwestern Financial Group
State Registrations2 states
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