Nicholas Mattiacci is a CFA-designated registered investment advisor at Dsg Capital Advisors, LLC, based in Edina, MN, with 5 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 123 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DSG Capital Advisors charges an annual fee based on the value of your portfolio, up to 1.50%. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with DSG. Fees are negotiable. If DSG recommends using outside investment managers, the total fee you pay, including DSG's fee and the outside manager's fee, will not exceed 2.00% annually.
Location
7760 France Avenue South, Suite 815, Edina, MN, 55435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dsg Capital Advisors, LLC
Previous Registrations
Craig-Hallum Capital Group LLCBroker
State Registrations1 state
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