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Margaret Dipaolo

Ameritas Advisory Services, LLC
29 Years of Experience
Carmel, IN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Margaret Dipaolo is a registered investment advisor at Ameritas Advisory Services, LLC, based in Carmel, IN, with 29 years of industry experience. Margaret is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11595 N Meridian St Ste 870, Carmel, IN, 46032

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History

Regulatory History (1)
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.
Customer Dispute
June 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Margaret is an insurance agent with National Financial Group since 1996, dedicating full-time hours to insurance sales. She also acts as a full-time direct support person for her niece and owns Magpie Indy LLC and a rental home, dedicating minimal time to these activities.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
January 2009 - Present · 17 yrs 9 mos
Previous Registrations
Ameritas Advisory Services
May 2016 - November 2021 · 5 yrs 6 mos
Equity Services, INC.Broker
August 2002 - January 2009 · 6 yrs 5 mos
First Investors CorporationBroker
March 1997 - July 2002 · 5 yrs 4 mos
State Registrations12 states
AZFLILINKSMONCOHSCVAWAWV
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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