Messina Wealth Management offers asset management, financial planning, and retirement planning services to individuals and other clients. Messina Wealth Management works with clients to understand their financial situation, goals, and risk tolerance. Investment portfolios may include individual stocks, bonds, ETFs, options, mutual funds, and other public and private securities or investments. The firm also provides standalone financial planning services.
Fee Structure
Messina Wealth Management charges a maximum of 2.00% annually for asset management services. The fee is based on the scope and complexity of services and is outlined in the advisory agreement. Fees are billed quarterly in advance based on the value of the account on the last day of the previous quarter and are deducted from client accounts.