Stephen A. DiPisa is an investment advisor managing client assets on a discretionary basis. He invests in individual stocks and bonds, exchange traded funds (ETFs), real estate and commodity trusts, and mutual funds. He tailors investment management to each client's objectives and risk tolerance, gathered through interviews about their financial situation and goals. Clients can add or withdraw funds at any time, but DiPisa may terminate the relationship if assets fall below $100,000.
Assets Under Management$12M
Clients11
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | 1.00% |
Fees are negotiable for portfolios less than $750,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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