Chacon Diaz & Di Virgilio is truly a fee-only wealth advisor — we do not sell products and we do not accept any commissions that might influence the recommendations we provide. Our fee process reflects our complete focus on independence and objectivity.

Financial Planning Fees

The planning fee is quoted on a project basis and covers projected time and expense associated in working on the plan. A 50 percent deposit of the initial fee is due once the client has agreed to the financial planning relationship. The balance of the fee is billed to the client at the completion of the project.

Investment Management Fees

Investment Management fees are based on a tiered rate schedule, applied to the assets under management. The fee is billed to the account on a quarterly basis, in advance.