Mezzasalma Advisors offers investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's goals and risk tolerance. Financial planning includes retirement, estate, tax, and education planning. Mezzasalma also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$340M
Clients310
Advisors7
Avg. per Client$1.1M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Minimum annual fee of $250, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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