Concinnus Financial Inc. manages investment portfolios based on clients' individual needs and goals. They develop a personal investment policy and manage a portfolio based on that policy. Concinnus also offers financial planning services, covering areas like business planning, cash flow and debt management, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Nicholas Rossolillo publishes commentary on the stock market through Chip Stock Investor LLC, which is used to help make investment decisions.
Assets Under Management$31M
Clients158
Advisors2
Avg. per Client$190K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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