Chacon Diaz & Di Virgilio Wealth Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Chacon Diaz & Di Virgilio Wealth Management offers ongoing portfolio management based on your goals, time horizon, and risk tolerance. They create an Investment Policy Statement to guide investment selection and request authority to make trades without asking you first. They also provide comprehensive financial planning, including retirement, estate, college, tax, and insurance planning, as well as debt/credit planning. They may also act as a subadvisor to other advisors.
Assets Under Management$120M
Clients269
Advisors4
Avg. per Client$460K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee schedule is linear, meaning that only one percentage is billed for every dollar under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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