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About D'ORAZIO & ASSOCIATES, INC.
D'ORAZIO & ASSOCIATES, INC. is a financial advisory firm located in New York City. They offer a wide range of services to their clients, including financial planning, investment management, and retirement planning.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning services tailored to each client’s unique financial goals and situation
- Provides expert investment management services, including portfolio construction and regular portfolio monitoring and rebalancing
- Assists clients in navigating complex financial decisions, such as retirement planning and tax strategies
Facts and Insights:
D'ORAZIO & ASSOCIATES, INC. has been in business for over 20 years and has a team of experienced financial advisors. Their team includes individuals with diverse backgrounds and expertise in various areas of finance, allowing them to provide comprehensive and well-rounded services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 20 years |
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types:
- Individuals
- Families
- Small business owners
Fees & Compensation:
D'ORAZIO & ASSOCIATES, INC. charges a management fee based on a percentage of assets under management. This fee may vary depending on the size and complexity of the client’s portfolio. They may also receive commissions from certain financial products they recommend to clients.
Background:
The founder of D'ORAZIO & ASSOCIATES, INC., John D'Orazio, has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP). He has a background in accounting and economics, providing him with a strong foundation in financial planning and investment management.
Financial Advisor Disclosures to Know:
As a registered investment advisor, D'ORAZIO & ASSOCIATES, INC. is required to disclose any potential conflicts of interest to their clients. Additionally, they have a legal obligation to act in their clients’ best interests at all times, putting their clients’ needs above their own.