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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 796 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $50.0M | 0.75% |
| $50M+ | 0.75% |
Fees are negotiable. DiNuzzo Emerging Wealth offers investment management at a flat 0.80% annual fee.
Fee Estimator
Location
1501 3rd St., Beaver, PA, 15009
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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 →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.
Exams
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