Cynthia Diccianni
Cynthia Diccianni is a ChFC-designated registered investment advisor at Diccianni Financial Group, INC., based in East Norriton, PA, with 26 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 117 clients with $110M 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% |
Previous fee schedules may be in effect for legacy clients. Fees may be negotiable. A minimum fee of $2,000 per annum may be imposed.
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.