DiNuzzo Private Wealth provides investment management and wealth planning services. They offer different platforms for clients with varying levels of investable assets, including DiNuzzo Wealth Management, DiNuzzo Family Office, DiNuzzo Middle-Market Family Office, and DiNuzzo Emerging Wealth. Services include investment management, financial planning, retirement plan services, and limited consulting. They use various methods of analysis and invest in index funds.
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.