Parisi Capital LLC manages investment portfolios tailored to individual client needs. They develop investment plans based on client goals and risk tolerance, and provide ongoing financial planning. This includes creating a comprehensive financial plan covering areas like cash flow, debt management, investments, retirement, insurance, college planning, and estate planning. The plan is monitored and adjusted as needed.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This rate applies to all equity investment assets. The rate for all fixed income investment assets is 0.50%. Fees are negotiable and may be higher for clients with unusually complex needs, but will not exceed 1.5% of assets under management. To fall under the category of Fixed Income, the clients portfolio must consist of 100% bonds or preferred securities or any combination of the two.