Dario Fusato is a registered investment advisor at Savvly Advisor, based in Boulder, CO, with 1 years of industry experience. Dario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2 clients with $75K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Location
1035 Pearl Street, Suite 322, Boulder, CO, 80302
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 ActivitiesSells Insurance
Dario has an insurance agency selling life and property/casualty insurance. Dario also acts as a sponsor, general partner, or managing member of private funds.
Employment History
Current Registrations
Savvly Advisor
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.