JD
JD
Jeffrey Dibenedetto
9 Years of Experience
Loves Park, IL
1 Disclosure
Jeffrey Dibenedetto is a registered investment advisor at Dibenedetto & Associates LTD, based in Loves Park, IL, with 9 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 329 clients with $310M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
329 clients
Average Client Portfolio
$950K average
Assets Under Management
$312.5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.99% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4920 Forest Hills Road, Loves Park, IL, 61111
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2001Settled
Employment History
Current Registrations
Dibenedetto & Associates LTD
August 2016 - Present · 9 yrs 9 mos
State Registrations1 state
IL
Advisor
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.