Petrilli Capital Management provides investment management services, aiming to preserve client wealth while identifying investment opportunities. Petrilli Capital actively manages investments daily, selecting securities based on the investment environment and client requirements. Petrilli Capital does not provide financial planning or retirement planning services. The firm is compensated by client fees and does not receive compensation from other parties.
Fee Structure
Petrilli Capital charges an annual fee based on the value of your investments. The fee is generally 1% but can be as high as 1.5%. Fees may vary for different accounts and clients. The fee is exclusive of brokerage commissions and other expenses. Petrilli Capital may negotiate fees based on factors such as the amount of assets managed.