Colucci Wealth Management provides investment management and financial planning services. Investment management can be offered alone or combined with financial planning in a wealth management arrangement. Financial planning covers areas like estate planning, risk management, retirement, and education funding. Colucci Wealth manages investments on a discretionary or non-discretionary basis, using stocks, bonds, exchange-traded funds, and options.
Assets Under Management$25M
Clients13
AdvisorsN/A
Avg. per Client$1.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm may charge clients an equivalent or lower rate for assets advised by the Firm that are held away from the primary custodian. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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