Piccolo Investment Consulting manages investment portfolios and offers financial consulting services tailored to individual goals and risk tolerance. Piccolo Investment Consulting creates custom portfolios using stocks, bonds, exchange-traded funds, and mutual funds, while handling ongoing portfolio rebalancing. In addition to investment management, Piccolo Investment Consulting provides separate consulting services covering retirement, estate, and pension planning. Piccolo Investment Consulting operates as a registered investment advisor and acts in your best interest.
Assets Under Management$110M
Clients195
Advisors2
Avg. per Client$560K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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