Pezzi Private Capital provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Pezzi Private Capital creates a personalized investment policy statement for every client and monitors portfolios regularly, holding the authority to make trades without asking first when agreed upon. Investment advice covers mutual funds, fixed income securities, real estate funds, equities, exchange-traded funds, commodities, and private placements. In addition to investment management, Pezzi Private Capital offers comprehensive financial planning covering investment strategy, life insurance needs, tax concerns, retirement planning, college savings, and debt management. Financial planning is delivered as a one-time project where clients receive a completed plan upon delivery. The firm works with individuals, high-net-worth individuals, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fees are generally negotiable.