Vassalotti Investment Management Corporation is an independent firm that manages investment portfolios and offers targeted financial planning services. Vassalotti Investment Management Corporation focuses on building portfolios using individual bonds, equities, and exchange-traded funds to maintain tax efficiency and keep costs down. In addition to managing investments, Vassalotti Investment Management Corporation helps clients with cash flow planning, retirement projections, insurance reviews, and education savings strategies. Vassalotti Investment Management Corporation works with individuals, high-net-worth clients, trusts, estates, and business owners, tailoring each portfolio to the client's specific goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Managed Funds Accounts are charged 0.8% annually. Direct Managed Accounts use the tiered schedule shown above. Fees are negotiable.