D’Orazio Wealth Advisors provides discretionary investment management, financial planning, retirement plan consulting, and non-investment related consulting services. Operating primarily in Virginia, D’Orazio Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and related retirement accounts. The firm builds globally diversified portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and separate account managers. D’Orazio Wealth Advisors emphasizes a long-term approach to investing and coordinates ongoing financial planning covering areas such as tax strategy, estate planning, retirement distribution analysis, and insurance review.
Fee Structure
D’Orazio Wealth Advisors charges an annual fixed fee based on your total assets under advisement, which includes managed investments as well as employer-sponsored retirement accounts where the firm provides advice. The fee is payable quarterly in advance.
Standard fee schedule:
- Up to $2,000,000 — $10,000 per year
- $2,000,001 to $4,000,000 — $15,000 per year
- $4,000,001 to $6,000,000 — $22,500 per year
- $6,000,001 to $8,000,000 — $30,000 per year
- $8,000,001 to $15,000,000 — $50,000 per year
- Over $15,000,000 — Negotiable
For family members of existing clients with assets below $1,000,000, a courtesy schedule applies:
- Up to $500,000 — $3,000 per year
- $500,001 to $1,000,000 — $5,000 per year
If you use separate independent managers for equity strategies, you will pay an additional fee ranging from 0.15% to 1.15% of those managed assets, billed quarterly in arrears. For fixed-income separate manager strategies, the additional fee ranges from 0.18% to 0.25% of designated assets, billed monthly in arrears.
