Kenneth Mcdaniel is a registered investment advisor at Dinuzzo Private Wealth, INC., based in Beaver, PA, with 6 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 804 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DiNuzzo Private Wealth offers investment management services based on a percentage of the value of your investments. The annual fee for DiNuzzo Wealth Management, DiNuzzo Family Office, and DiNuzzo Middle-Market Family Office is tiered:
- First $1 million — 1.25% per year
- Next $4 million — 1.00% per year
- Next $45 million — 0.75% per year Fees for assets over $50 million are negotiable. The minimum account size is $2 million, and accounts below $22,500 in annual fees will not receive all services.
For DiNuzzo Emerging Wealth, the annual fee is 0.80% of the value of your investments.
For ERISA retirement plans, fees are tiered based on plan assets.
Location
1501 3rd St., Beaver, PA, 15009
Get directionsHistory
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 →Other Business Activities
Kenneth is an Enrolled Agent and Owner of McDaniel Tax Company, providing tax preparation and planning services since 2016. He dedicates about 10-20% of his time to this activity from January to April, and none during securities trading hours.
Employment History
Current Registrations
Dinuzzo Private Wealth, 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.