Perfetta Capital offers investment advice and financial services, including reviewing client investment goals, recommending asset allocation strategies, and preparing written investment strategies. Advice is tailored to meet client needs. The firm provides discretionary investment advisory services through managed account programs. Perfetta Capital also offers company-sponsored retirement plan consulting services.
Assets Under Management$47M
Clients129
Advisors1
Avg. per Client$360K
Avg. per Advisor$47M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable at Perfetta Capital's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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