DL

Dawn Perniciaro Litchfield

39 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
165 clients
Average Client Portfolio
$956K average
Assets Under Management
$157.8M

Fee Structure

Minimum Investment:None
Minimum Annual Fee:$250

Fees vary based on the specific service provided. The firm's annual fee schedule for THE POWER OF MAPATO™ Portfolios ranges from 0.75% to 2.40% depending on the portfolio type (Income with Options, Growth without Options) and the amount of assets under management. Collaborative Management fees range from 0.75% to 1.55%. The Van Winkle Portfolios have a flat fee of 0.50%. Annuity management services are a flat $1,000 monthly, subject to adjustment. A minimum annual fee of $250 applies to accounts under $50,000. Clients may also pay brokerage transaction charges, mutual fund management fees, and administrative charges at the custodian.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningAnnuitiesHigh Net Worth
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Advisor Information

Office location

10001 Tamiami Trail North, Naples, FL, 34108

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Regulatory History (1)
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Regulatory
July 2011
Final
Employment History
Current Registrations
Naples Money Management LLC
July 2011 - Present · 14 yrs 6 mos
Previous Registrations
Mutual Service CorporationBroker
March 1989 - December 2008 · 19 yrs 9 mos
Litchfield, Nelson & Company
March 1989 - March 2010 · 21 yrs
Litchfield, Nelson & Company
March 1989 - December 2002 · 13 yrs 9 mos
Lowry Financial Services CorporationBroker
October 1987 - March 1989 · 1 yr 5 mos
Interstate Securities CorporationBroker
April 1985 - November 1987 · 2 yrs 7 mos
Richardson Greenshields Securities INC.Broker
October 1984 - April 1985 · 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Dawn Perniciaro Litchfield - Financial Advisor | AdvisorDiscover