Frequently Asked Questions
How do I set up a meeting with the firm?
You can send us a letter, a fax or an email, call us or just walk in!
How does a new client open an account with Valicenti Advisory Services, Inc.?
You first must meet with the firm's client services representative to discuss your goals and objectives.
How much does my initial investment need to be?
To attain minimum diversification, you need a minimum of $50,000 per relationship.
Where are the assets custodied?
Charles Schwab Institutional, a division of Charles Schwab & Co, Inc. is our primary custodian. We may use other directed custodians upon request.
How often will a portfolio manager meet with a client regarding his/her portfolio?
Each client's situation is unique. It can be quarterly, semi - annually, or annually.
May a client withdraw from or add money to his/her account at any time?
Money can be added or withdrawn at any interval if convienent for our clients, we prefer to do this electronically, but we do accept checks as well.
Can I view my accounts online?
Yes, once you are a client and request to view your accounts online, you will be set up with a user id and password. Account information on our website is updated daily.