DiMatteo Financial Group offers investment advisory services, managing portfolios based on client objectives using a tactical allocation strategy. They primarily use mutual funds and Exchange Traded Funds (ETFs), selected based on factors like the fund manager's experience. DiMatteo Financial Group may also provide advisory services to qualified retirement plans, assisting plan sponsors and providing investment advice to participants. They do not offer portfolio management services to wrap fee programs.
Assets Under Management$42M
Clients98
Advisors1
Avg. per Client$430K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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