Daniel Dipaola
Daniel Dipaola is a CFP-designated registered investment advisor at Blue Horizon Equity, INC., based in Pittsford, NY, with 23 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,491 clients with $750M 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 | 1.75% |
Maximum advisor fee is 1.75% per year. Additional administrative fees, strategist fees, and minimum account fees of $99 apply depending on the program.
Fee Estimator
Location
55 Sully's Trail, Suite F, Pittsford, NY, 14534
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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 ActivitiesSells Insurance
Daniel is an RIA with Novem Group, dedicating about 10-20% of his time, and a registered representative with iTrust Advisors, LLC for fixed insurance products. He also owns a minority stake in Ellms Family Farm, works as an insurance agent with CRUMP, and operates his financial planning business under the DBA name iTP Partners LLC.
Employment History
Current Registrations
Blue Horizon Equity, INC.
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Novem Group
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations10 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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