Verducci Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,398,761
Clients
209
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
209
Very HighAverage account size
$111,956
About
Verducci Asset Management offers wealth management, investment management, financial planning, and retirement-plan advisory services to individuals and families, as well as to first responders, healthcare and medical professionals, small business owners, and employer-sponsored retirement plans. Services include discretionary portfolio management, standalone financial planning, and plan-level consulting intended to assist plan sponsors and participants.
The firm constructs customized, long-term oriented portfolios grounded in fundamental analysis, typically using low-cost mutual funds and ETFs while occasionally incorporating individual stocks and bonds to address client needs. Portfolios are monitored on a continuous basis with rebalancing and targeted reallocations as needed, and the firm charges asset-based advisory fees consistent with common independent-advisor practices.
Distinctive aspects of the firm include maintaining over 200 client relationships—an unusually high client count for a small independent advisory firm—and a substantive retirement-plan consulting practice that provides ERISA-focused services such as investment oversight (3(21)), IPS design, vendor analysis, participant education, and ERISA 404(c) assistance. The firm also operates through an institutional custody platform that provides trading desk support, block trading capability and platform software to support portfolio administration and client reporting.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Occupation focus
Doctor or Medical Professional
Fee options
$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.
Main office location
Verducci Asset Management, Inc.
Agawam MA, United States
Number of offices
1
Most active in
Verducci Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Connecticut · Massachusetts
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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