Charles J. Piermani Associates offers ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to aid in selecting a suitable portfolio. The firm also offers financial planning services. Clients can impose restrictions on investments, but Charles J. Piermani Associates reserves the right to end the relationship if restrictions prevent proper service.
Fee Structure
Charles J. Piermani Associates' investment management fees are either hourly or a percentage of the assets they manage. The final fee schedule is in the Investment Advisory Contract. Fees are paid yearly in advance, and clients can terminate with thirty days' written notice for a prorated refund. Three clients have a fee agreement of 0.25%, paid quarterly.