Verducci Asset Management (VAM) offers investment advice and financial planning to individuals, families, first responders, healthcare professionals, small business owners, and retirement plans. VAM provides wealth management services, including investment management and financial planning, which can be offered separately. VAM creates customized investment strategies using low-cost mutual funds and ETFs, and monitors portfolios to meet client goals.
Assets Under Management$23M
Clients209
Advisors1
Avg. per Client$110K
Avg. per Advisor$23M
www.facebook.com/verducci.assest.management ·www.linkedin.com/in/john-c-verducci-iii-18b19096 ·www.verducciassetmanagement.com
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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