Paracca Financial Group is a registered investment advisor that provides personalized investment management and financial planning services. The firm designs custom portfolios tailored to individual goals, focusing on a long-term buy-and-hold approach while offering strategies such as direct indexing, tax-loss harvesting, and option overlays. Portfolios are reviewed quarterly and rebalanced as needed. Paracca Financial Group serves individuals and high-net-worth clients, emphasizing a fiduciary duty to act in their clients' best interests.
Assets Under Management$22M
Clients78
Advisors2
Avg. per Client$290K
Avg. per Advisor$11M
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 for accounts over $4,000,000 are negotiable. Additional fees apply for specific third-party indexing services (0.025% for direct indexing, 0.05% for long-short indexing).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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