D’Arcangelo Financial Advisors (DFAL) offers investment advice and portfolio management based on individual client needs. They create personalized investment policies and manage portfolios on a discretionary or non-discretionary basis. DFAL also provides comprehensive financial planning services covering personal finances, taxes, retirement, and investments. They also offer consulting services on specific financial topics and pension consulting services.
Assets Under ManagementN/A
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.5M | 0.50% |
| $3.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fees may be negotiable depending on the size and complexity of the client’s accounts as well as services required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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