Paul Dibiasio is a registered investment advisor at Private Lane Capital, LLC, based in Annandale, VA, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $130M 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 | 2.00% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Account fees are negotiable if the new account represents a portion of a larger account or one of several related accounts that may be managed in the future. Account fees are negotiable if a significant portion of the assets under management have been identified as securities that are not to be sold. For clients with segregated custodial accounts in fixed income only, the fee is 0.30%. There is a surcharge of 1.25% on management of private placement securities. Active duty and retired military personnel pay 0% for the first $250,000 in assets.
Fee Estimator
Location
Annandale, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul's firm, Di Biasio & Edgington, Inc., sells a subscription service to institutional investors, providing portfolio analysis. The firm also supports existing clients of investment software it created and sold from 1989 to 2008.
Employment History
Current Registrations
Private Lane Capital, LLC
Previous Registrations
Di Biasio & Edgington, INC.
State Registrations1 state
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