Filippini Investment Advisory offers financial planning and investment advice. Financial planning covers areas like cash flow, education funding, and retirement. Investment advice is offered on a non-discretionary basis, meaning you approve each transaction. Filippini Investment Advisory does not use third-party asset management platforms; all portfolios are managed directly by their representatives.
Assets Under Management$21M
Clients45
Advisors2
Avg. per Client$460K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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