Ann Poletti is a registered investment advisor at Prossimo Advisors LLC, based in San Luis Obispo, CA, with 1 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 27 clients with $200M 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 $2.0M | 0.55% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.42% |
Fees are guidelines, subject to change according to the complexity of the client’s needs, including the range of family office services provided, the number of family accounts, and the need for business oversight services. Prossimo reserves the right to charge an annual minimum fee of $10,000 for any account below $2,000,000.
Fee Estimator
Location
1150 Osos Street, Suite 208, San Luis Obispo, CA, 93401
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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
Prossimo Advisors LLC
State Registrations2 states
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