Diccianni Financial Group provides personalized wealth management services that include financial planning, investment portfolio management, and other financial services. They review all aspects of a client's financial situation, including those of their children, and set realistic goals. They also offer assistance with estate settlement for assets held at DFG at no additional cost. DFG's investment advice is tailored to meet clients' needs and investment objectives, and they monitor and rebalance portfolios as needed.
Assets Under Management$110M
Clients117
Advisors2
Avg. per Client$950K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Previous fee schedules may be in effect for legacy clients. Fees may be negotiable. A minimum fee of $2,000 per annum may be imposed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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