Charles Dibenedetto is a ChFC-designated registered investment advisor at Dibenedetto & Associates LTD, based in Rockford, IL, with 26 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 329 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.99% |
Fee Estimator
Location
6845 Weaver Road Ste. 300, Rockford, IL, 61114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dibenedetto & Associates LTD
Previous Registrations
Burton Portfolios LTD
State Registrations2 states
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