Paracca Financial Group provides financial planning and investment management services. They tailor their advice to each client's specific needs, reviewing their financial situation and goals. They manage client portfolios on a discretionary basis, using a long-term buy and hold strategy. Portfolios are reviewed quarterly and rebalanced as needed. Clients can place reasonable restrictions on their investments.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees are negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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