Diccianni Financial Group, INC.
Assets Under Management
$111.2M
Number of Clients
117
Number of Advisors
2
Average Client AUM
$951K
AUM per Advisor
$55.6M
Compensation
Fee-Only (AUM)
About This Firm
Diccianni Financial Group provides personalized wealth management services including financial planning, investment portfolio management, tax planning, and estate planning. They tailor investment advice to meet client needs, monitor portfolio performance, and rebalance as needed. They may include tax preparation and accounting services with an approved vendor for Wealth Management Services.
Fee Structure
The fee for Wealth Management services is based on a tiered percentage of assets managed. For example, the first $1,000,000 is charged 1.15% annually. The minimum account size is $500,000, but this may be waived. A minimum annual fee of $2,000 may be imposed. Fees are billed and payable quarterly in arrears. Legacy clients may receive a lower fee schedule. Persons providing investment advice may receive commission-based compensation in connection with the purchase and sale of securities and insurance products.
Areas of Practice
Location
333 West Germantown Pike, East Norriton, PA, 19403