Anthony Dibartolomeo is a registered investment advisor at Davis Wealth Advisors, based in Salem, NH, with 1 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 85 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
In addition to the investment management fee, there is also a fixed financial planning fee that ranges from $5,000 to $60,000 per year. The minimum annual fee for wealth management services is $12,000, which includes both the investment management and financial planning fees.
Fee Estimator
Location
12 Stiles Road, Suite 203, Salem, NH, 03079
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Davis Wealth Advisors
Previous Registrations
Robbins Farley LLC
State Registrations1 state
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