FD
FD
Frank Digiovanni
27 Years of Experience
Sarasota, FL
2 Disclosures
Frank Digiovanni is a registered investment advisor at Digiovanni Financial Group, LLC, based in Sarasota, FL, with 27 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$925K average
Assets Under Management
$11.1M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Schedule shown is for the Deep Value Equity portfolio. The Income portfolio has a flat rate of 1.00% across all tiers. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Sarasota, FL
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Regulatory History (2)
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Regulatory
September 2014Final
Customer Dispute
April 2003Denied
Employment History
Current Registrations
Digiovanni Financial Group, LLC
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Digiovanni Financial Group, LLC
October 2007 - December 2025 · 18 yrs 2 mos
Digiovanni Financial Group, LLC
October 2007 - December 2011 · 4 yrs 2 mos
Raymond James Financial Services
October 2001 - March 2005 · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
October 2001 - March 2005 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
August 2000 - June 2001 · 10 mos
H&r Block Financial Advisors, INC.Broker
June 1996 - August 2000 · 4 yrs 2 mos
Executive Securities, INCBroker
July 1994 - August 1995 · 1 yr 1 mo
State Registrations1 state
FL
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.