Dilda Dalvi is a registered investment advisor at Harrell Investment Partners, LLC, based in Austin, TX, with 14 years of industry experience. Dilda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 186 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HIP's investment advisory fees are based on the value of your portfolio and are paid in advance each quarter. The fees can be up to 1.25% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. The minimum annual fee for any account is $10,000. Fees may be negotiable.
Location
3814 Medical Parkway, Austin, TX, 78756
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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.
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Dilda serves as a FINRA dispute resolution arbitrator, reviewing cases and making decisions. This activity takes a few hours per week.
Employment History
Current Registrations
Harrell Investment Partners, LLC
Previous Registrations
Live Oak Investment Partners
Cantella & CO., INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLCBroker
Pruco Securities, LLC.Broker
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Stanford Group Company
Stanford Group CompanyBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
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.