The Pitti Group provides investment advice and financial planning to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. They create customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using stocks, exchange-traded funds, mutual funds, and bonds. Financial planning services cover investment, retirement, education, and insurance needs. They also offer retirement plan advisory services to plan sponsors.
Fee Structure
The Pitti Group charges an annual fee based on the value of your portfolio, ranging from 0.50% to 1.50%. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with The Pitti Group. Fees are paid quarterly, in advance. The more assets you have with The Pitti Group, the lower your fee may be. The Pitti Group includes normal securities transaction fees as part of its overall investment advisory fee through the Pitti Group Wrap Fee Program.