Guarascio Consultants offers portfolio management using model asset allocations, money manager search and monitoring, and consulting services. For asset allocation management, the firm determines if a model portfolio suits the client's goals. For money manager search, they identify suitable registered investment advisors based on the client's needs. Consulting services provide advice on specific financial topics. Clients can place restrictions on investments.
Assets Under Management$8M
Clients6
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 1% annually. A minimum of $100,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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