DiGiovanni Financial Group manages investment portfolios of stocks and bonds, aiming for above-average market returns while minimizing risk. They get to know clients through consultations and questionnaires to understand their financial needs and risk tolerance. They offer Deep Value Equity and Income portfolios. The firm's goal is to help clients achieve their financial goals by offering advice and maintaining a disciplined investment strategy.
Assets Under Management$11M
Clients12
Advisors1
Avg. per Client$930K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Schedule shown is for the Deep Value Equity portfolio. The Income portfolio has a flat rate of 1.00% across all tiers. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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