Timothy C. Minneci assists clients with financial planning and asset allocation decisions. The firm helps clients understand their financial situation, develop financial goals, and identify alternative courses of action. The firm does not make recommendations regarding specific securities. The firm may refer clients to other advisors or money managers.
Assets Under ManagementN/A
Clients12
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly consulting - $250/hour
- Yearly financial plan - Negotiated fixed fee ranging from $2,500 to $5,000
One-Time Plan:$2,500 - $5,000
Hourly Rate:$250/hr
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