Robert Graham
Robert Graham is a CFP-designated registered investment advisor at Dinuzzo Private Wealth, INC., based in Beaver, PA, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 804 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DiNuzzo Private Wealth offers investment management services based on a percentage of the value of your investments. The annual fee for DiNuzzo Wealth Management, DiNuzzo Family Office, and DiNuzzo Middle-Market Family Office is tiered:
- First $1 million — 1.25% per year
- Next $4 million — 1.00% per year
- Next $45 million — 0.75% per year Fees for assets over $50 million are negotiable. The minimum account size is $2 million, and accounts below $22,500 in annual fees will not receive all services.
For DiNuzzo Emerging Wealth, the annual fee is 0.80% of the value of your investments.
For ERISA retirement plans, fees are tiered based on plan assets.
Location
1501 3rd St., Beaver, PA, 15009
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2015Employment History
Current Registrations
Dinuzzo Private Wealth, INC.
Previous Registrations
PNC Investments
PNC InvestmentsBroker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.