AD
CFP
AD
CFP

Anthony Lauria Dipaolo

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
517 clients
Average Client Portfolio
$243K average
Assets Under Management
$125.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.10%
$250K - $500K1.05%
$500K - $1.0M1.00%
$1M+0.90%

Fees are negotiable under certain conditions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

4635 Van Dyke Road, Lutz, FL, 33558

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Anthony works as a mortgage broker, earning commissions per loan.

Employment History
Current Registrations
Dipaolo Financial Group, INC.
March 2022 - Present · 3 yrs 11 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.