Advisor at Verducci Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Verducci Asset Management, Inc.
Location
Agawam, MA
Credentials
Series 65
Industry experience
11 years
John Verducci is the sole advisor at Verducci Asset Management, Inc. in Agawam, MA, holding a Series 65 designation and bringing 11 years of industry experience. Prior to founding his advisory firm in 2014, he operated Verducci's Vending for over three decades. Verducci Asset Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, families, and various professional groups. The firm emphasizes customized, long-term portfolios based on fundamental analysis, utilizing primarily low-cost mutual funds and ETFs, and maintains a substantial retirement-plan consulting practice with ERISA-focused services.
Based on Verducci Asset Management, Inc.
$0 - $250,000: 1.00% $250,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
Account minimum: $50,000 Fee-only: Investment advisory fees based on assets under management, billed quarterly in arrears.
Agawam, MA
Connecticut · Massachusetts
Verducci Asset Management, Inc.
2014 - Present (12 years)
Verducci's Vending
1985 - 2017 (32 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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