Valicenti Advisory Services Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$701,337,902
This total excludes 153 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
870
59% high-net worth
Total advisors
7
of 11 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
124
Average account size
$806,136
Client services
Financial planning
Portfolio management
Fee options
VASI may charge a flat fee for financial planning and consulting services depending on scope; also may charge flat fees for tax preparation services.
$0 - $750,000: 1.00% $750,001 - $1,500,000: 0.75% $1,500,001+: 0.50%
Financial planning and consulting fees may be charged on a stand-alone basis dependent on scope; tax preparation fees generally range from $250 to $5,000 depending on complexity.
Account minimum: $0 (no explicit minimum stated, but fees start at $0 assets managed)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Valicenti Advisory Services Inc
400 East Water Street
Elmira NY 14901-3411, United States
Number of offices
2
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