Assets Under Management
$125.9M
Number of Clients
517
Number of Advisors
4
Average Client AUM
$243K
AUM per Advisor
$31.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
DiPaolo Financial Group, Inc. (DFGI) offers ongoing portfolio management and financial planning services tailored to individual client goals and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. DFGI also provides estate planning assistance and informational workshops.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable under certain conditions.
4635 Van Dyke Road, Lutz, FL, 33558