Dante Giorgio is a registered investment advisor at Ehg Wealth Management, based in Lititz, PA. Dante operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.50% |
| $3.0M - $10.0M | 2.00% |
| $10.0M - $100.0M | 1.80% |
| $100M+ | 1.80% |
Fees are negotiable at the sole discretion of the registered investment advisor.
Fee Estimator
Location
Lititz, PA
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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
Ehg Wealth Management
Previous Registrations
Kerr Wealth Management
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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