Visconti & Associates offers investment advisory services where they manage your investments for a fee based on the value of your portfolio. They also provide standalone financial planning and consulting services for a separate fee, covering areas like estate planning and insurance. They may recommend other professionals like attorneys or accountants, but you're free to choose your own. They monitor your investments and make adjustments as needed, but you need to keep them updated on any changes in your financial situation.
Assets Under Management$25M
Clients163
Advisors2
Avg. per Client$150K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable, especially for amounts over $5,000,000. Similarly situated clients may be paying diverse fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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