D'Annunzio Consulting Group (DCG) offers investment consulting services, helping clients choose assets and money managers for their portfolios. DCG advises on public and private securities, but the client hires the underlying managers. DCG provides customized advice and quarterly performance reports. DCG does not manage the money directly, but advises on how it should be managed.
Assets Under Management$1.7B
Clients44
Advisors2
Avg. per Client$39M
Avg. per Advisor$860M
Fee Structure
Investment management only (planning not offered)
D'Annunzio Consulting Group is compensated by a retainer fee, which is negotiated based on the client's needs, complexity, assets under management, number of decision-makers, meeting frequency, investment vehicles, and agreed-upon services. The annual investment advisory fees are prorated and paid quarterly, in advance.
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