JC Miano Investment Advisory Service is an independent firm providing investment advice. John C. Miano, the owner, is a Chartered Financial Analyst (CFA). The firm aims to tailor its services to each client's specific needs, focusing on investment returns while considering their objectives, income needs, risk tolerance, and any restrictions they may have. The firm manages portfolios on a discretionary basis.
Assets Under Management$50M
Clients49
AdvisorsN/A
Avg. per Client$1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $18.0M | 0.50% |
| $18M+ | 0.20% |
Fees are non-negotiable except for the first year on assets over $1,000,000. For 100% fixed income accounts, the fee is 0.2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.