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 a financial advisory firm that has its headquarters in Gainesville, Florida. The firm controls $90.0 million in assets across 678 client accounts. Chacon Diaz & Di Virgilio Wealth Management, LLC has a small team, including 4 financial advisors. Chacon Diaz & Di Virgilio Wealth Management, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as options, equities and bonds.

    Chacon Diaz & Di Virgilio Wealth Management, LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction decisions without needing to seek the client's permission. The firm's average account size is $132,743. The typical advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC administers about 170 client accounts.

    The company's headquarters is at 6208 Nw 43Rd Street, Gainesville, Florida 32653. Chacon Diaz & Di Virgilio Wealth Management, LLC is legally registered to provide services to investors throughout a few states, including California, Florida, Georgia, Louisiana and Texas.

    Assets Under Management

    $90.0 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

    $90.0 million

    National Average: $8.6 billion
    Total Number of Employees

    4

    National Average: 64
    Total Number of Accounts

    678

    National Average: 375,227
    Average Account Size

    $132.7 thousand

    National Average: $23.0 thousand
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    Products and Services

    Chacon Diaz & Di Virgilio Wealth Management, LLC provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses and other services. In the last financial year, Chacon Diaz & Di Virgilio Wealth Management, LLC provided financial planning services to 101-250 of its customers. Chacon Diaz & Di Virgilio Wealth Management, LLC is not engaged in selling products or offering services apart from investment advisory services to its investment advisory customers.

    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

    Financial management fees depend on which services are provided. However, fees billed by Chacon Diaz & Di Virgilio Wealth Management, LLC most likely include any combination of the following fee types: asset-based, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

    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

    Chacon Diaz & Di Virgilio Wealth Management, LLC provides services to retail investors, high net worth investors and other investment advisers. Out of its 678 accounts, Chacon Diaz & Di Virgilio Wealth Management, LLC's largest client type by number of accounts is retail investors, although it also manages money for 22 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 at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are non-U.S. persons.

    • High-Net-Worth Individuals* - 13.92%
    • Other Individuals - 86.08%
    • 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

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

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