…
About CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC is a prestigious financial advisory firm that is dedicated to helping clients achieve their financial goals. With years of experience in the wealth management industry, the firm has established itself as a trusted and reliable partner for individuals and families seeking financial guidance.
How does the advisor help clients – Key Takeaways:
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC provides a wide range of financial services to its clients, including investment management, retirement planning, estate planning, and tax planning. The firm also offers personalized financial advice tailored to each client’s unique needs and goals.
Facts and Insights:
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC has a team of highly skilled and experienced financial advisors who have a deep understanding of the financial markets. They use their expertise to help clients make informed and strategic investment decisions, resulting in long-term financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 12 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types:
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC caters to a diverse clientele, including high-net-worth individuals, families, and business owners. The firm offers personalized services to each client, regardless of their financial situation, to help them achieve their goals.
Fees & Compensation:
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC follows a transparent and fair fee structure, charging a percentage of the assets under management as a management fee. This aligns the firm’s interests with its clients and motivates the advisors to work towards maximizing the clients’ investments.
Background:
The founders of CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC, Mr. Chacon and Mr. Di Virgilio, have a combined experience of over 30 years in the financial industry. They started the firm with the vision of providing holistic financial planning and wealth management services to their clients.
Financial Advisor Disclosures to Know:
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC is a registered investment advisor, which means it is held to a fiduciary standard, putting clients’ interests above their own. The firm has a clean record with no disciplinary actions or conflicts of interest reported in the past 10 years.