Chacon Diaz & Di Virgilio Wealth Management, LLC is a reputable investment advisory firm headquartered in Gainesville, FL. With a team of four dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees.
Chacon Diaz & Di Virgilio Wealth Management, LLC boasts an impressive portfolio of over 140 individual clients, entrusted with managing more than $90,000,000 in assets. Notably, approximately half of their assets under management stem from...
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Assets Under Mgmt
$90M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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