D'orazio Wealth Advisors
Assets Under Management
$1.3B
Number of Clients
285
Number of Advisors
7
Average Client AUM
$4.6M
AUM per Advisor
$188.9M
Compensation
Fixed/Hourly
About This Firm
D’Orazio Wealth Advisors provides financial planning, investment and non-investment related consulting, discretionary investment management services, and retirement plan consulting services. They develop investment objectives based on client needs and allocate assets accordingly. For high-net-worth clients, they may use a separately managed account program. They also offer ongoing monitoring and review of account performance.
Fee Structure
D’Orazio Wealth Advisors charges a fixed quarterly retainer for ongoing financial planning and discretionary investment advisory services. The annual fee is based on the combined value of assets under advisement, including actively managed assets and assets in employer-sponsored retirement plans where they provide investment advice. The fee schedule is: Up to $2,000,000: $10,000; $2,000,001 - $4,000,000: $15,000; $4,000,001 - $6,000,000: $22,500; $6,000,001 - $8,000,000: $30,000; $8,000,001 - $15,000,000: $50,000; $15,000,001+: Negotiable. A courtesy discount may be extended to family members of existing clients with assets under advisement below $1,000,000: Up to $500,000: $3,000; $500,001 - $1,000,000: $5,000. Fees may be reduced based on various criteria. Retirement plan consulting services are charged at 0.50% of the market value of plan assets.
Areas of Practice
Location
8614 Westwood Center Drive, Suite 310, Vienna, VA, 22182
