Chacon Diaz & Di Virgilio Wealth Management

Wealth Management Firm in Gainesville, FL

Firm Info
Address: 6208 NW 43rd St, Gainesville, FL 32653, USA
Phone: (352) 792-0999

Firm Size
Assets Under Management: $124 million
# of Advisors: 4
# of Clients: 652
Client to Advisor Ratio: 163:1
Average Account Size: $190,184
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Other Investment Advisors

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Other

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Chacon Diaz & Di Virgilio Wealth Management, LLC Overview

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC is a registered investment advisory firm that exclusively provides investment advice to its clients. The firm is headquartered in Gainesville, FL and has been in business since 2022. Their fee arrangement is fee-only, which means that they do not charge any commissions or receive any compensation from third parties for their services. The firm offers a range of services to help individuals and small businesses achieve their financial goals. Their financial planning services help clients map out their current financial situation and create a plan to achieve their long-term goals. They also offer portfolio management services to help clients make informed investment decisions and maximize their returns. In addition to these core services, the firm also provides subadvisory services to other financial institutions. At CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC, their mission is to provide exceptional investment advice and portfolio management services to their clients. They are dedicated to helping their clients achieve their financial objectives by providing personalized and proactive guidance. With their fee-only arrangement, clients can trust that the firm is acting in their best interest and is not influenced by outside financial incentives. Overall, CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC is a trusted partner for individuals and small businesses seeking professional investment advice and guidance.

Clients seeking financial advisory services can turn to CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC to help them achieve their goals. This firm serves a diverse range of clients, including individuals looking to manage their personal finances, high net worth individuals seeking investment strategies that align with their unique needs and goals, and even other investment advisors looking to access their investment management solutions. In short, anyone looking to navigate the complex world of investments and financial planning can benefit from the services provided by CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC. When it comes to fee structures, clients can choose from a variety of options depending on the services they require. The firm's percentage of AUM fee structure allows clients to pay a percentage of their total assets under management, which may vary depending on the size of their portfolio. Fixed fees are also available for those seeking specific services, such as financial planning or advice on wealth transfer strategies. Other types of fees may also be applicable depending on the nature of the services provided. CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC is committed to transparency and will work with clients to ensure that they understand all of the fees associated with the services they receive.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure of CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC does not mention anything about their investment minimums. Therefore, it is unclear what the minimum investment amount required by the firm is. Clients or potential investors may need to reach out to the firm directly to inquire about this information.

How This Office Can Help Gainesville, FL Residents

Chacon Diaz & Di Virgilio Wealth Management provides a wide range of financial services to clients in Gainesville, FL. They offer personalized assistance to help clients manage their financial situations effectively. The firm specializes in wealth management, investment planning, retirement planning, and tax strategies. Many Gainesville residents face unique financial situations such as student debt due to the presence of the University of Florida and its associated costs. In addition, the city is home to many small and medium-sized businesses that require assistance with financial planning and investment management. Chacon Diaz & Di Virgilio Wealth Management works closely with individuals and business owners to help them navigate these challenges and achieve their financial goals. They also provide ongoing support and guidance to clients as their financial situations evolve over time.


Services Offered by Chacon Diaz & Di Virgilio Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Chacon Diaz & Di Virgilio Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6208 NW 43rd St, Gainesville, FL 32653, USA
Phone (352) 792-0999
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Chacon Diaz & Di Virgilio Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Florida
  • Georgia
  • Louisiana
  • Texas

Disciplinary History

Chacon Diaz & Di Virgilio Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.