De Cesare Retirement Specialists offers personalized investment advice and financial planning. Services include portfolio management with investment recommendations and asset allocation, as well as comprehensive financial planning covering retirement, insurance, college, tax, and estate planning. The firm constructs model portfolios based on client needs and provides ongoing supervision and rebalancing.
Assets Under Management$34M
Clients95
Advisors1
Avg. per Client$360K
Avg. per Advisor$34M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable on a client-by-client basis. For accounts held directly at American Funds, the fee is 1.00% per annum and is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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