John Dimatteo
John Dimatteo is a registered investment advisor at Dimatteo Financial Group, based in Chadds Ford, PA, with 15 years of industry experience. John 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 98 clients with $42M 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 $250K | 2.50% |
| $250K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
602 Chadds Ford Drive, Suite 201, Chadds Ford, PA, 19317
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
John owns DiCosta Temps Inc., a temporary employment agency, since 2000, dedicating about a quarter of his time. He is also an independent insurance agent with Ascela Partners, LLC since 2014, selling insurance on an occasional basis.
Employment History
Current Registrations
Dimatteo Financial Group
State Registrations3 states
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