At D’Agaro Financial Advisory, we keep it simple and transparent. We’re a fee-only firm, which means we’re paid only by you, not by commissions or by outside companies. Our only incentive is giving you the advice that’s best for your family and your future.
Investment Management
If you’d like someone to take the day-to-day investment decisions off your plate, we offer ongoing portfolio management. We start by learning about your goals, your comfort with risk, and your overall financial picture. From there, we design and manage a diversified portfolio that fits your needs and values, with the flexibility to set boundaries on what we invest in. We keep you updated along the way and make adjustments as life changes. All investment management clients also receive full financial planning services, because your money is about more than just investments.
| 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’d rather keep investment management in your hands but want a clear plan for the future, our stand-alone financial planning service may be the right fit. Together, we’ll look at your entire financial life. This may include topics like budgeting and cash flow, employee benefits, insurance and risk protection, taxes and retirement planning, education savings, estate planning, and investment guidance. We begin with a one-time setup fee to create your plan, then continue with a simple monthly fee so you always have someone to turn to when questions or life changes come up.
Fees: One-time setup: $1,500–$2,250. Ongoing monthly: $400–$650.
Our Promise
Good advice should never come with surprises. You’ll always know exactly what you’re paying and exactly what you’re getting in return. No hidden costs. No fine print. Just honest guidance to help you make confident decisions with your money.