Alessandro D'agaro is a CFA-designated registered investment advisor at D'agaro Financial Advisory LLC, based in Alexandria, VA. Alessandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Financial Planning is included without an additional fee for Clients participating in our Investment Management Services. The minimum fee is $2,500 per year. Based on the minimum annual fee of $2,500, the annual advisory fee would be 2.00% according to the following calculation: $2,500 / $125,000 = 2.00%.
Fee Estimator
Location
Alexandria, VA
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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 →Employment History
Current Registrations
D'agaro Financial Advisory 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.