Albert A. Caporaso & Associates manages investment portfolios for individuals, charities, and small pension plans. The firm determines your investment goals and risk tolerance to create an asset allocation model and portfolio. Clients can restrict certain securities. The firm focuses on publicly traded stocks, investment-grade bonds, CDs, and mutual funds.
Assets Under Management$36M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range between 0.5% and 1% and are negotiable. Generally, smaller, riskier accounts are charged higher fees than larger, safer accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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