Dean Maggio
Dean Maggio is a registered investment advisor at Lincoln Investment, based in North Hills, NY, with 40 years of industry experience. Dean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
North Hills, NY
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2009Other Business ActivitiesSells Insurance
Dean is the President of Dean C. Di Maggio Associates, Inc., involved in life insurance and fixed annuity sales, dedicating minimal time. He also co-owns vacant undeveloped land through Mayfield Acres, LLC, requiring minimal time.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Tsa Management INC
Hrc Investment Services, INC.Broker
Uslife Equity Sales CORP.Broker
Kurz-Liebow & Company, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.