DiPaolo Financial Group (DFGI) provides ongoing portfolio management based on your goals, timeline, and risk tolerance. DFGI also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. DFGI primarily recommends exchange traded funds but may also use individual stocks, bonds, and structured notes.
Assets Under Management$130M
Clients517
Advisors4
Avg. per Client$240K
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 |
|---|---|
| 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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