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
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
Location
2240 Dekalb Pike, Norristown, PA, 19401