Brian Difilippo
Brian Difilippo is a registered investment advisor at D'arcangelo Financial Advisors, LLC, based in Poughkeepsie, NY, with 4 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, High Net Worth, Insurance Planning, Investment Management, and 2 more.
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 based on account size, complexity, and services required. Family accounts are typically aggregated.
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
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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