D'Agaro Financial Advisory offers investment management and financial planning services. Investment management involves ongoing advice based on a client's individual needs and goals. Financial planning includes developing a personalized plan addressing areas like budgeting, debt management, insurance, investments, retirement, taxes, education, and estate planning. D'Agaro Financial Advisory is a fee-only firm, meaning it only receives compensation from clients for its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Financial Planning is included without an additional fee for Clients participating in our Investment Management Services. The minimum fee is $2,500 per year. Based on the minimum annual fee of $2,500, the annual advisory fee would be 2.00% according to the following calculation: $2,500 / $125,000 = 2.00%.