Kimberly Adams-Dipiero
Kimberly Adams-Dipiero is a registered investment advisor at Cassini Capital Management, LLC, based in Clearwater, FL, with 31 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $79M 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 - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
Clearwater, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kimberly is the owner of Druid Road, LLC, a real estate business focused on office building rentals since 2002. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Cassini Capital Management, LLC
Previous Registrations
NFP Advisor Services, LLC
Provise Management Group, LLC
Intersecurities, INC.
State Registrations1 state
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