Piermani Charles J Associates

Assets Under Management

$64.4M

Number of Clients

173

Number of Advisors

1

Avg. Portfolio per Client

$372K

Avg. Managed per Advisor

$64.4M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Charles J. Piermani Associates (CJPA) provides ongoing portfolio management based on individual client goals and risk tolerance. CJPA creates an Investment Policy Statement for each client to aid in selecting a suitable portfolio. CJPA also offers financial planning services. Clients may impose restrictions on investments, but CJPA reserves the right to end the relationship if restrictions hinder service.

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Charles J. Piermani Associates offers investment management services based on either an hourly fee or a percentage of the value of your portfolio. The final fee schedule will be in the Investment Advisory Contract.

CJPA has three clients with a fee agreement of 0.25%, paid quarterly.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Location

2240 Dekalb Pike, Norristown, PA, 19401

1 Advisors at this firm

Piermani Charles J Associates | TrueAdvisor