Guido Valli is a registered investment advisor at Fdi Wealth Management, LLC, based in Miami, FL, with 1 years of industry experience. Guido operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 343 clients with $220M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
At the firm's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
777 Brickell Ave, Suite 500, Miami, FL, 33131
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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
Fdi Wealth Management, LLC
State Registrations1 state
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