Desi Dimaio is a CFP-designated registered investment advisor at Alliance Wealth Management Group, LLC, based in Flemington, NJ, with 9 years of industry experience. Desi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 447 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
AWMG manages investment portfolios for a fee based on the value of your account. The maximum annual fee is 1.95%. Fees are billed quarterly in advance and are negotiable. AWMG requires a minimum account balance of $500,000, but this may be negotiable or waived. If AWMG uses a sub-advisor, they will compensate the sub-advisor from the overall investment advisory fee.
Location
23 Royal Road, Suite 101, Flemington, NJ, 08822
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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 →Employment History
Current Registrations
Alliance Wealth Management Group, LLC
Previous Registrations
Bleakley Financial Group, LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.