Dino Lopresti
Dino Lopresti is a registered investment advisor at Trek Financial, based in Dublin, OH, with 15 years of industry experience. Dino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 4,688 clients with $2.8B 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees are subject to negotiation. Clients also pay an additional household platform fee ranging from 0.33% to 0.065%, and certain model portfolios add 0.15% to 0.75%.
Fee Estimator
Location
5650 Blazer Pkwy., Suite 101, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
Regulatory
August 1991Other Business ActivitiesSells Insurance
Dino is the President of LoPresti Financial Group and an agent for Midland National Life Insurance, offering fixed index annuities. This takes about 10-20% of Dino's time.
Employment History
Current Registrations
Trek Financial
Previous Registrations
Horter Investment Management, LLC
State Registrations2 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.
Exams
More Advisors
- William Shorthill, CFPBeacon Hill Investment Advisory, LLC
- Gregory Johnson, CFP
- William Burton, CFPCapital Investors Advisory Corporation
- Rod Skaf, CFPCetera Investment Advisers LLC
- Chase Fowler, CFPWells Fargo Advisors
- Jacob King, CFP, ChFCRaymond James & Associates, INC.