Diana Palmieri
Diana Palmieri is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 19 years of industry experience. Diana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B 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 $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Firm also offers threshold billing, flat percentage, and flat annual fee structures. Fees are negotiable.
Fee Estimator
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Grove Point Investments, LLCBroker
Grove Point Investments, LLCBroker
H. Beck, INC.Broker
State Registrations17 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.
Exams
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