Frank J. Vellucci Advisory offers investment guidance and financial planning services. For investments, Frank J. Vellucci Advisory helps clients create an investment policy statement and select a portfolio. For financial planning, they help clients meet their financial goals with services including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Clients are required to setup their own custodian of assets, and make their own trades.
Assets Under Management$560K
Clients2
Advisors1
Avg. per Client$280K
Avg. per Advisor$560K
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally not negotiable. For 401(k) plans, fees start at 0.5% of the total assets in the plan, reducing to 0.3% once assets reach $1MM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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