Khaled Hassan is a registered investment advisor at Dipaolo Financial Group, INC., based in Lutz, FL, with 1 years of industry experience. Khaled operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 517 clients with $130M 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 $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable under certain conditions.
Fee Estimator
Location
4635 Van Dyke Road, Lutz, FL, 33558
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dipaolo Financial Group, INC.
State Registrations2 states
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