Pico Associates is a registered investment advisor in California that provides retirement income planning, investment and portfolio management, and educational IRA management to individuals and families. Pico Associates focuses on recommending no-load mutual funds and ETFs centered around a diversified and balanced allocation model. Client approval is required before investing in any type of mutual fund or ETF.
Assets Under Management$9.2M
Clients30
Advisors1
Avg. per Client$310K
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K+ | 0.75% |
The annual account advisory fee is the greater of $50 or 1.5% (whichever is less) of the account value up to $100,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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