John Robert DePasquale offers comprehensive and segmented financial planning, active money management, and non-active money management (portfolio tracking). Financial planning covers securities, taxes, estate planning, insurance, business planning, retirement planning, personal investments, financing options, and cash flow. Active money management involves creating a portfolio based on client objectives and monitoring/adjusting it based on market conditions. Non-active money management involves monitoring and reporting on client-managed accounts.
Assets Under Management$2.9M
Clients8
AdvisorsN/A
Avg. per Client$360K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fixed income accounts' fees are negotiable between 0.50% and 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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