RG
CFP
RG
CFP
Robert Graham
12 Years of Experience
Beaver, PA
1 Disclosure
Robert Graham is a CFP-designated registered investment advisor at Dinuzzo Private Wealth, INC., based in Beaver, PA, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 796 clients with $1.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
796 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Minimum Annual Fee:$22,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $50.0M | 0.75% |
| $50M+ | 0.75% |
Fees are negotiable. DiNuzzo Emerging Wealth offers investment management at a flat 0.80% annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1501 3rd St., Beaver, PA, 15009
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2015Denied
Employment History
Current Registrations
Dinuzzo Private Wealth, INC.
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
PNC Investments
March 2015 - June 2016 · 1 yr 3 mos
Amerivest Investment Management, LLC
November 2013 - February 2015 · 1 yr 3 mos
TD Ameritrade, INC.
November 2013 - February 2015 · 1 yr 3 mos
State Registrations1 state
PA
Advisor
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
No exam information available for this advisor.
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