Scipione Wealth Advisors, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Scipione Wealth Advisors offers portfolio management based on individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Scipione Wealth Advisors may direct clients to third-party money managers and are compensated via a fee share from those advisors.
Assets Under Management$41M
Clients113
Advisors1
Avg. per Client$360K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $150K | 1.50% |
| $150K - $250K | 1.25% |
| $250K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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