Bogdan Dinca is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Middle Village, NY, with 21 years of industry experience. Bogdan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Middle Village, NY
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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 Activities
Bogdan is a partner/owner of 64-37 Catalpa Avenue LLC, a real estate business, since 2011. He collects rent and pays building expenses, dedicating minimal time to this activity.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
LPL Financial LLCBroker
Thrivent Investment Management INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Dreyfus Service CorporationBroker
Dreyfus Service Corporation
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
State Registrations16 states
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