Digiorgio Capital Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

DiGiorgio Capital Management provides investment management services, offering clients a choice of conservative or moderate investments consisting of mutual funds, stocks, or a combination of both. They focus on mutual funds, equities, and fixed income investments like U.S. Treasuries or bonds. DiGiorgio Capital Management manages client portfolios on a non-discretionary basis, meaning they need your approval before making any trades.

Assets Under Management$52M
Clients220
Advisors1
Avg. per Client$240K
Avg. per Advisor$52M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee may be negotiable for larger accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Digiorgio Capital Management, INC. | TrueAdvisor