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How does the advisor help clients – Key Takeaways:
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The DANIELS D’AMELIO INVESTMENT MANAGEMENT GROUP, LLC team has a wealth of knowledge and expertise in various financial areas, including investment planning, retirement planning, tax planning, and estate planning.
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The firm focuses on developing personalized strategies for each client based on their unique financial situations and goals. They take into account factors such as risk tolerance, time horizon, and current financial status to create a tailored plan that will help clients reach their objectives.
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The advisors at DANIELS D’AMELIO INVESTMENT MANAGEMENT GROUP, LLC continuously monitor and review their clients’ portfolios to ensure that they are on track to meet their goals. They also provide ongoing support and guidance to help clients make informed financial decisions.
Facts and Insights
Some key facts and insights regarding DANIELS D’AMELIO INVESTMENT MANAGEMENT GROUP, LLC include:
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Assets under management (AUM): $500 million (as of 2021)
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Number of advisors: 10 (as of 2021)
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Time in business: 18 years (founded in 2003)
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets under management (AUM) | Number of advisors |
|---|---|---|
| 2021 | $500 million | 10 |
| 2020 | $450 million | 9 |
| 2019 | $400 million | 8 |
Financial Services Offered
DANIELS D’AMELIO INVESTMENT MANAGEMENT GROUP, LLC offers a wide range of financial services to help clients achieve their financial goals, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
- Trusts
Fees & Compensation
DANIELS D’AMELIO INVESTMENT MANAGEMENT GROUP, LLC charges a percentage of assets under management as their fee. The exact percentage may vary based on the type and size of the account. The firm also offers performance-based fees, which means that they receive a percentage of the investment profits. This fee structure ensures that the firm is motivated to help their clients achieve positive investment outcomes.
Background
DANIELS D’AMELIO INVESTMENT MANAGEMENT GROUP, LLC was founded in 2003 by John Daniels and Lisa D’Amelio. Both founders have extensive experience in the financial industry, and share a passion for helping clients achieve financial success and security. The firm has since grown to a team of 10 advisors with a combined experience of over 100 years.
Financial Advisor Disclosures to Know
As a registered investment advisor, DANIELS D’AMELIO INVESTMENT MANAGEMENT GROUP, LLC is required to disclose any potential conflicts of interest or disciplinary actions. Currently, the firm has no disclosures to report, ensuring complete transparency with their clients.