Dipaolo Financial Group, INC.
Assets Under Management
$125.9M
Number of Clients
517
Number of Advisors
4
Average Client AUM
$243K
AUM per Advisor
$31.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
DiPaolo Financial Group, Inc. (DFGI) offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. DFGI also provides on-going financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Estate planning services are also offered through third-party services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
Portfolio management fees are based on a percentage of assets under management, ranging from 0.90% to 1.10% annually. Financial planning fees are fixed and negotiated, ranging from $1,200 to $5,000, paid monthly in arrears. Estate planning fees are separate and vary based on requested services. Clients are responsible for third-party fees such as custodian and brokerage fees. Fees are collected in advance and refunds are prorated upon termination.
Areas of Practice
Location
4635 Van Dyke Road, Lutz, FL, 33558