Settanni Financial offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, institutions, and retirement plans. Settanni Financial creates a portfolio strategy based on the client's goals, risk tolerance, and financial situation, typically using mutual funds, exchange-traded funds, and individual securities. They may also use options and private equity. Clients can place reasonable restrictions on investments. Settanni Financial may recommend independent managers. They also offer financial planning services on an hourly or fixed-fee basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. If the Client engages the Advisor for its wealth management services, the Client will pay a single fee for investment management, financial planning, taxes and estate planning.