Lisa Chacon
Lisa Chacon is a registered investment advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC, based in Gainesville, FL, with 18 years of industry experience. Lisa 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
Get directionsHistory
Regulatory History (1)
Civil
September 2023Other Business Activities
Lisa owns an investment home through Rippling Brook LLC. This activity does not occur during trading hours.
Employment History
Current Registrations
Chacon Diaz & Di Virgilio Wealth Management, LLC
Previous Registrations
Summit Financial Group INC
UBS Financial Services INC.
State Registrations5 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.