George Dagnino is a registered investment advisor at Peter Dag & Associates, INC., based in Akron, OH, with 26 years of industry experience. George 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 5 clients with $1.5M 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 $2.0M | 0.80% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts above $5,000,000.
Fee Estimator
Location
Akron, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Peter Dag & Associates, INC.
State Registrations1 state
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