Brian Difilippo
Brian Difilippo is a registered investment advisor at D'arcangelo Financial Advisors, LLC, based in Poughkeepsie, NY, with 3 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.5M | 0.50% |
| $3.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fees may be negotiable depending on the size and complexity of the client’s accounts as well as services required.
Fee Estimator
Location
Poughkeepsie, NY
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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
Brian is a partner in Arlington Professional Suites LLC, managing real estate and dedicating about 10-20% of his time, some of which occurs during trading hours. He is also a member of several LLCs (PM Merchant Solutions LLC, Prager Metis International LLC, PM Human Capital Holdings, LLC, and Priority Funds, LLC), which are CPA-related or real estate related, but not investment-related.
Employment History
Current Registrations
D'arcangelo Financial Advisors, LLC
State Registrations1 state
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