PERSICO Asset Management offers investment management and advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Advice includes financial objectives, problems, cash flow, investment management, education funding, and retirement planning. PERSICO is a fee-only firm and does not sell commissioned products.
Assets Under Management$100M
Clients97
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$100M
www.linkedin.com/in/j-christopher-persico-b9511... ·www.persicocapital.com ·www.facebook.com/persicoassetmanagement
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1000K | 1.05% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | 0.75% |
Fees are negotiable. Accounts under $1,000,000 that trade option contracts may be subject to a higher fee, not exceeding 2.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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