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Victor Dimaggio

Crescent Advisor Group, INC.
31 Years of Experience
Schererville, IN
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Victor Dimaggio is a registered investment advisor at Crescent Advisor Group, INC., based in Schererville, IN, with 31 years of industry experience. Victor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 228 clients with $340M in assets under management.

Crescent Advisor Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
228 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$344.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.25%
$500K - $1000K2.00%
$1M+2.00%

Standard fee schedule shown. Alternative Value Advisor Plus program charges 1.0625% for equities and funds, and 0.60% for debt instruments over $100,000. Fees for accounts over $1 million are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Schererville, IN

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
September 2015
Judgment / Lien
May 2015
Regulatory
February 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Victor is a partner at DiMaggio & Robinson, Ltd. providing tax accounting and business consultation services, taking about a quarter of his time. He also holds president positions at Galleria Realty Corporation, HR One Source, Inc., Invest America Financial Services, Financial Advantage Corporation, and Victor J. Dimaggio Health Insurance, dedicating minimal time to each.

Employment History
Current Registrations
Crescent Advisor Group, INC.
November 2008 - Present · 17 yrs 11 mos
Crescent Securities Group, INC.Broker
November 2008 - Present · 17 yrs 11 mos
Crescent Securities Group, INC.
November 2008 - Present · 17 yrs 11 mos
Previous Registrations
Xnergy Financial CorporationBroker
May 2008 - May 2008 · 0 mos
Crown Financial Advisors, LLC
February 2008 - November 2008 · 9 mos
Mitre Group LLCBroker
October 2006 - November 2008 · 2 yrs 1 mo
Jackson Financial Group, INC.Broker
September 2006 - January 2008 · 1 yr 4 mos
Hard Eight Trading, LLCBroker
July 2006 - September 2008 · 2 yrs 2 mos
Centurion Securities L.L.C.Broker
November 2005 - September 2008 · 2 yrs 10 mos
Zephyr Trading LLCBroker
June 2005 - June 2006 · 1 yr
H.D. Vest Advisory Services, INC
May 2003 - May 2007 · 4 yrs
H.D. Vest Investment ServicesBroker
August 1995 - May 2007 · 11 yrs 9 mos
State Registrations4 states
FLILINMO
AdvisorBrokerBoth

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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