Ciccarelli Advisory Services INC
Assets Under Management
$1.4B
Number of Clients
2,092
Number of Advisors
10
Average Client AUM
$678K
AUM per Advisor
$141.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ciccarelli Advisory Services Inc. provides investment advisory services in a fiduciary capacity. Services include comprehensive financial management, investment-only services, and financial planning services. They also offer tax reduction, retirement income, family wealth, and retirement plan consulting.
Fee Structure
Investment advisory fees are based on a percentage of assets managed, with a maximum annualized fee of 1.25%, but are negotiated on a client-by-client basis. Clients can also pay a negotiated fixed fee or hourly fees. Financial planning services have a minimum fee of $2,500 for the initial review and analysis, and are also negotiable. Fees are generally deducted from client-designated accounts by the custodian.
Areas of Practice
Location
9601 Tamiami Trail North, Naples, FL, 34108