Todd Dagostino
Todd Dagostino is a registered investment advisor at Your Private Client Group, INC., based in Huntington Beach, CA, with 18 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 230 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Your Private Client Group (Your PCG) directs clients to AssetMark for investment management. AssetMark charges a quarterly advisory fee based on the market value of your assets, which includes both Your PCG's fee and AssetMark's platform fee. The fees can vary based on the specific investment strategy chosen. Your PCG also offers investment advice directly, with fees based on the type of asset:
Equities:
- First $500,000: 1.00%
- Next $500,000: 0.80%
- Next $4,000,000: 0.50%
- Over $5,000,000: 0.30%
Fixed Income:
- First $500,000: 0.50%
- Next $500,000: 0.50%
- Next $4,000,000: 0.25%
- Over $5,000,000: 0.15%
These fees are negotiable.
Location
5267 Warner Ave , Suite 235, Huntington Beach, CA, 92649
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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
Your Private Client Group, INC.
Previous Registrations
Assetmark Brokerage, LLCBroker
Capital Brokerage CorporationBroker
Assetmark, INC.
Capital Brokerage CorporationBroker
Genworth Financial Asset Management, INC
State Registrations2 states
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