Daniel Dilascia
Daniel Dilascia is a registered investment advisor at Base Wealth Management, based in Lakewood Ranch, FL, with 25 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 754 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. Management fees may be reduced or waived for directors, officers, and employees of Base Wealth at the discretion of management. These fees may be negotiated by Base Wealth at its sole discretion.
Fee Estimator
Location
7301 Merchant Court, Suite A, Lakewood Ranch, FL, 34240
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2002Other Business ActivitiesSells Insurance
Daniel is involved in several businesses, including real estate holdings (DICORB Holdings Inc., DICORB TWO LLLP, Base O'Lakes LLC, The BOWCIA Group LLC, and Porter Flex LLC) where he dedicates minimal time. He also owns Base Insurance, LLC, an insurance agency, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Base Wealth Management
Previous Registrations
Intervest International, INC.
Intervest International Equities CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 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.