Valicenti Advisory Services (VASI) provides investment advice and financial planning to individuals, businesses, trusts, and charities. VASI offers discretionary investment management, tailoring investments to each client's needs. Financial planning is included with investment advisory services, but VASI may charge extra for complex planning. VASI also offers tax preparation and insurance services through affiliated companies. Clients can engage VASI for bookkeeping and payroll services.
Assets Under Management$700M
Clients1,023
Advisors4
Avg. per Client$690K
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
VASI may charge a lesser annual investment advisory fee, charge a flat fee, or waive its fee entirely based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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