Chacon Diaz & Di Virgilio Wealth Management, LLC

CRD#154242
Investment Advisor Firm

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Learn more about Chacon Diaz & Di Virgilio Wealth Management, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Chacon Diaz & Di Virgilio Wealth Management, LLC is located at 6208 Nw 43Rd Street, Gainesville, FL. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. Chacon Diaz & Di Virgilio Wealth Management, LLC is not a registered broker-dealer.

    Chacon Diaz & Di Virgilio Wealth Management, LLC oversees $100.0 million in assets under management across 806 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and other services. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Chacon Diaz & Di Virgilio Wealth Management, LLC includes asset-based, fixed, and other fees. The firm has 25 high net worth clients.

    Chacon Diaz & Di Virgilio Wealth Management, LLC is registered in the states of California, Florida, Georgia, Louisiana, Nebraska, and Texas.

    Assets Under Management

    $100.0 million

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    6208 Nw 43Rd Street
    Gainesville, FL 32653

    Chacon Diaz & Di Virgilio Wealth Management, LLC by the Numbers

    Total Assets Under Management

    $100.0 million

    National Average: $8.6 billion
    Total Number of Employees

    4

    National Average: 64
    Total Number of Accounts

    806

    National Average: 375,227
    Average Account Size

    $124.1 thousand

    National Average: $23.0 thousand
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    Products and Services

    Chacon Diaz & Di Virgilio Wealth Management, LLC offers multiple financial services, including financial planning services, portfolio management for individuals and small businesses, and other services. In the prior financial year, Chacon Diaz & Di Virgilio Wealth Management, LLC provided financial planning services to 101-250 of its customers. It does not sell products or offer services apart from investment advice to its investment advisory accounts.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees charged by financial advisors largely vary depending on the services offered. Fees charged by Chacon Diaz & Di Virgilio Wealth Management, LLC likely consist of some combination of the following fee types: asset-based, fixed, or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    The firm provides services to retail investors and high net worth investors. Out of its 2 clients, Chacon Diaz & Di Virgilio Wealth Management, LLC's largest client type by number of accounts is high net worth investors, though it also caters to 25 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 11.74%
    • Other Individuals - 88.26%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Chacon Diaz & Di Virgilio Wealth Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Chacon Diaz & Di Virgilio Wealth Management, LLC

    Guillermo Diaz
    Gainesville, FL
    James Divirgilio
    Gainesville, FL
    Lisa Chacon
    Gainesville, FL
    Tyler Chacon
    Gainesville, FL

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