DiPaolo Financial Group manages investment portfolios and offers ongoing financial planning for individuals and families. The firm creates personalized investment strategies using exchange-traded funds, individual stocks, bonds, and structured notes, based on each client's specific goals and risk tolerance. Ongoing financial planning covers retirement, taxes, insurance, debt, and college savings, featuring annual check-ins and updated plans. DiPaolo Financial Group specializes in working with individuals and high-net-worth clients, and requires no minimum account size.
Assets Under Management$170M
Clients408
Advisors5
Avg. per Client$410K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable under certain conditions.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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