Carl Hartman is a ChFC-designated registered investment advisor at Dinuzzo Private Wealth, INC., based in Beaver, PA, with 18 years of industry experience. Carl 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
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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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dinuzzo Private Wealth, INC.
State Registrations2 states
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