Daniel J. Disimile, CFP®, LLC offers financial planning and investment advisory services. They create tailored plans covering investments, retirement, taxes, estate, education, risk management, and employee stock options. The firm uses a six-step planning process involving goal setting, information gathering, analysis, recommendations, implementation, and ongoing review. They manage client investments on a discretionary basis.
Assets Under Management$27M
Clients55
Advisors1
Avg. per Client$480K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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