DiNuzzo Private Wealth offers investment management and wealth planning services designed for individuals, couples, business owners, and families. DiNuzzo Private Wealth structures globally diversified index fund portfolios primarily using mutual funds and exchange-traded funds, incorporating the principles of Modern Portfolio Theory. Depending on the chosen service platform, DiNuzzo Private Wealth provides wealth planning that covers retirement life planning, tax strategies, cash flow and budgeting, risk management, estate planning, business succession, and insurance analysis. DiNuzzo Private Wealth also offers an automated online investment management platform called DiNuzzo Emerging Wealth for clients beginning their wealth-accumulating journey, as well as retirement plan consulting services for employers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $50.0M | 0.75% |
| $50M+ | 0.75% |
Fees are negotiable. DiNuzzo Emerging Wealth offers investment management at a flat 0.80% annual fee.