Guillermo Diaz
Guillermo Diaz is a registered investment advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC, based in Gainesville, FL, with 19 years of industry experience. Guillermo 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 2 more. Their firm serves 269 clients with $120M 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 |
|---|---|
| $0K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee schedule is linear, meaning that only one percentage is billed for every dollar under management.
Fee Estimator
Location
6208 NW 43rd Street, Gainesville, FL, 32653
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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
Guillermo serves as the treasurer for Micanopy Charter School, overseeing the school's finances. This activity is not investment-related.
Employment History
Current Registrations
Chacon Diaz & Di Virgilio Wealth Management, LLC
Previous Registrations
Summit Financial Group INC
UBS Financial Services INC.
Edward Jones
State Registrations5 states
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