Chiarezza Capital Management offers investment management services to individuals, pension and profit-sharing plans, foundations, endowments, businesses, and trusts. Chiarezza works with clients to establish investment objectives and goals. Clients give Chiarezza authority to execute investment recommendations. The firm primarily invests client assets in U.S.-listed equities and may also invest in exchange-traded index funds, options contracts, foreign-listed equities, and U.S. government securities.
Assets Under Management$2.8M
Clients11
Advisors1
Avg. per Client$250K
Avg. per Advisor$2.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable for accounts with assets in excess of $5 million.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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