Thomas Dicesare is a registered investment advisor at Waverly Advisors, LLC, based in Lakeland, FL, with 8 years of industry experience. Thomas 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 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
212 E Highland Drive, Suite 201, Lakeland, FL, 33813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the owner of DiCesare Holdings, LLC, a real estate and consulting business, spending a few hours per week. He is also the Vice President and Real Estate Broker for Capital Access Group, Inc. and a solicitor for Wall Titus, LLC, a tax and accounting firm, dedicating minimal time to each.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Wall Advisors, INC.
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.