At D’Agaro Financial Advisory I believe clarity starts with how we work together. Everything begins with your goals and proceeds with structure, not speculation. My only incentive is your success, not commissions, sales, or hidden agendas.
Investment Management
When you want someone to guide your portfolio and keep the climb steady, I offer ongoing Investment Management services.
- We begin by understanding your goals, your tolerance for risk, and your long-term horizon.
- From there I design and manage a diversified portfolio that fits your values, adjusts when your life changes, and keeps you aligned with what matters most.
- Comprehensive Financial Planning is included at no additional cost.
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.75% |
| Greater than $2,000,000 | 0.50% |
Financial Planning
Whether you manage your own investments or work with me on Investment Management, a disciplined, structured plan for your financial life is part of the picture.
- Together we'll review cash-flow, benefits, insurance, taxes, retirement and education strategies, building your roadmap for clarity and direction.
- After the setup we stay connected through the plan's structure and cadence.
- Included at no additional cost for Investment Management clients.
Fee schedule:
- One-time setup: $1,500–$2,250
- Ongoing monthly: $400–$650/month
Prefer a single plan with no ongoing commitment? See Project-Based Planning below.
Project-Based Planning
Sometimes you don't need an ongoing relationship, just a clear plan or a straight answer to a specific question.
We build a standalone financial plan around exactly what you need, with no ongoing commitment once it's delivered.
Choose the depth that fits: a full plan, or a focused answer to one question.
Fee schedule:
- Comprehensive Plan (fixed fee): $3,000–$6,000
- Focused Consultation (hourly fee): $225/hour
Our Promise
You will always know what you are paying and what you are receiving. No surprises. No fine print. Just honest guidance to help you move forward with clarity and control.