Volpe Investments manages investment portfolios and provides personalized financial planning for individuals, high-net-worth individuals, trusts, and businesses. Volpe Investments builds tailored portfolios based on each client's specific goals, time horizon, and risk tolerance, utilizing strategies such as asset allocation, fundamental and technical analysis, and modern portfolio theory. In addition to ongoing portfolio management, Volpe Investments offers comprehensive financial planning covering retirement, taxes, insurance, debt, and college savings. Clients can also receive standalone financial planning on a project basis.
Assets Under Management$22M
Clients67
Advisors1
Avg. per Client$330K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable. Accounts for related clients may be grouped together to reach lower fee tiers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...