Persico Asset Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“PERSICO charges an hourly fee of $325 for clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan.”

Flat or project fee

$1,000⁠-⁠$5,000

“PERSICO will charge a fixed fee that ranges from $1,000.00 to $5,000.00 for broad based planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Persico Asset Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The assets that are mutually agreed on as non-billable will be listed on a separate amendment to the Fee Schedule and on each billing invoice.”
• “Portfolio management fees may be negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the Client’s financial circumstances, among others.”
• “Since this fee is negotiable, the exact fee paid by the client will be clearly stated in the advisory agreement signed by the client and the firm.”

How Persico Asset Management’s fees compare

• Its hourly rate of $325 is above the Florida median of $288. 63% of the 372 other Florida planners that publish an hourly rate charge less.
• 5 of the 10 other planners in Naples that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Florida median of $4,900. 37% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Naples that publish a flat or project fee charge less.

About Persico Asset Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2001 (25 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

91

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$101,946,483

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121312

Website

persicocapital.com (opens in new tab)

Phone

(410) 544-5705

Can advise clients in 2 states: Florida, Maryland

Other planners in Naples that publish fees

• Aventus Investment Advisors, Inc.Naples$300/hr, $1,000⁠-⁠$20,000
• Covato Capital Management, LLCNaples$50⁠-⁠$200/hr, $500⁠-⁠$2,000
• Evertern Wealth, LLCNaples$1,200/hr, $1,500⁠-⁠$10,000
• Gap Financial Counseling Corp.Naples$240⁠-⁠$480/hr
• Local Wealth AdvisorsNaples$1,600⁠-⁠$10,000
• Lodestar Advisory Group, LLCNaples$400/hr, $800⁠-⁠$5,000

Compare all 31 planners in Naples