Dean Dipaola
Dean Dipaola is a registered investment advisor at Golden Returns Advisors LLC, based in Littleton, CO, with 14 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $1.9M 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 | 1.00% |
Friends and family are assessed a discounted fee of 1.0% of the Net Asset Value of the Fund. Management also receives a quarterly performance fee equal to 20% of Quarterly Appreciation, i.e., the amount, if any, by which the NAV increases in any given quarter or and above the highest NAV of the quarter immediately preceding that in which the fee is assessed.
Fee Estimator
Location
Littleton, CO
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Regulatory History (1)
Regulatory
January 2021Other Business Activities
Dean works as an account manager for Equipment Share, renting construction equipment to contractors. This takes nearly full-time hours, but none during securities trading hours.
Employment History
Current Registrations
Golden Returns Advisors LLC
Previous Registrations
Golden Returns Advisors LLC
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.