Daniels D'amelio Investment Management Group, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Daniels D’Amelio Investment Management Group offers investment advice and creates portfolios of stocks, bonds, exchange traded funds, and other investments. They also provide financial planning and consulting services covering investment, retirement, estate, tax, education, and real estate planning. The firm works with individuals, corporations, and other client types, tailoring their services to meet specific financial goals and risk tolerance.
Assets Under Management$45M
Clients66
Advisors1
Avg. per Client$690K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.50% |
| $1.5M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.70% |
Fees are generally not negotiable. Aggregate household totals will be taken into account when determining which tier clients fall into.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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