DiBenedetto & Associates Ltd offers investment advice and supervisory services for client investments, including mutual funds, individual stocks and bonds, cash investments, and fixed life insurance products. They recommend allocations and securities, buying and selling with client's permission. They also provide advice on insurance products and non-investment related matters. The firm acts as a 'financial quarterback,' working with other financial professionals and maintaining client confidentiality.
Assets Under Management$310M
Clients329
Advisors3
Avg. per Client$950K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.99% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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