Cynthia Diccianni
Cynthia Diccianni is a ChFC-designated registered investment advisor at Diccianni Financial Group, INC., based in East Norriton, PA, with 27 years of industry experience. Cynthia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 321 clients with $130M 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 $1.0M | 1.15% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees are negotiable. Legacy clients may have different fee schedules. Non-billable assets managed through affiliated broker-dealer relationships may be combined to lower overall tiered fees.
Fee Estimator
Location
333 West Germantown Pike, East Norriton, PA, 19403
Get directionsHistory
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
Cynthia is a 100% owner of Diccianni Financial Group Inc., which is involved in RIA, insurance sales, LTC, DI, and fixed products. She also serves as Vice Chair of MCEPC Montgomery County Foundation Inc. and spends minimal time reviewing outside held investments.
Employment History
Current Registrations
Diccianni Financial Group, INC.
Leigh Baldwin & CO., LLCBroker
Previous Registrations
Ortner, O'brien & Ortner Advisory Group, INC.
1717 Capital Management CompanyBroker
State Registrations12 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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