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.
- 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.
| 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
If you prefer to manage investments yourself but want a disciplined, structured plan for your financial life, this service is built for you.
- 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 with a simple monthly fee so you can move forward with confidence over time.
Fee schedule:
One-time setup: $1,500–$2,250
Ongoing monthly: $400–$650.
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.