Thomas Dibari
Thomas Dibari is a registered investment advisor at Chartwell Investment Partners, LLC, based in Long Valley, NJ, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 340 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chartwell's fees for investment management are based on a percentage of your portfolio's value or a fixed fee. Fees are negotiable.
For retail and high net worth clients with at least $250,000 invested, the fee is generally 0.90% of the value of the assets under management. Any assets over $1 million will be billed at the fee of 0.75%. For individual bond holdings the fee is 0.625% and for bond mutual funds, including exchange traded funds, the fee is 0.375%.
Fees for wrap portfolios vary per platform.
Location
Long Valley, NJ
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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 →Other Business ActivitiesSells Insurance
Thomas is the trustee on a friend's life insurance trust and the executor of his will, dedicating minimal time to this. He is also a committee member for the Investments & Wealth Institute, spending a few hours per week on this activity.
Employment History
Current Registrations
Chartwell Investment Partners, LLC
Carillon Fund Distributors, INC.
Carillon Fund Distributors, INC.Broker
Previous Registrations
Chartwell Tsc Securities CORP.Broker
Chartwell Investment Partners, LLC
Gnv Advisors, LLCBroker
Geneva Advisors, LLC
Pacific Income Advisers INC
Syndicated Capital, INC.Broker
Painewebber IncorporatedBroker
State Registrations52 states
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.