Diccianni Financial Group is a registered investment advisor based in East Norriton, Pennsylvania, offering comprehensive wealth management services. The firm builds personalized investment portfolios and provides ongoing advice that covers cash flow, college savings, retirement, taxes, and estate planning. Diccianni Financial Group uses a strategic asset allocation approach, primarily utilizing passive index funds, exchange-traded funds, individual equities, and actively managed funds. Most clients choose to have the firm manage their assets on a discretionary basis, meaning the team makes day-to-day trading decisions in accordance with the client's stated goals and risk tolerance. In addition to investment management, Diccianni Financial Group provides specialized guidance on tax planning and estate planning. Certain professionals at the firm are also registered representatives of a securities broker-dealer and licensed insurance agents, allowing them to offer commission-based products such as mutual funds, variable annuities, and insurance policies separately from advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees are negotiable. Legacy clients may have different fee schedules. Non-billable assets managed through affiliated broker-dealer relationships may be combined to lower overall tiered fees.