Our Typical Client ($500k + Minimum) Services:

• Emotions Management
• Fiduciary Duty
• Fee – Only Discretionary Investment Management
• Investment Management Fee Tax Deductibility (from taxable "PBA" account) if 1040 Itemization Requirements are Satisfied(Subject to 2% AGI)
• Strategic Asset Allocation Recommendation(s) (often multiple strategies across various account types)
• Glide Path Analysis and Recommendations
• Asset Class Diversification Recommendations
• Index Dimensional (DFA) Investment Recommendations
• Regular Rebalancing Audits
• Rebalancing Asset Classes per customized min/max bands
• Personal Balance Sheet (PBS) Preparation & Updates
• Personal Cash Flow Statement(s) Preparation & Updates
• Retirement Cash Flow Statement(s) Pro-Forma (RCFS) Preparation & Updates
• Retirement “Income Gap” Identification for “Guaranteed Income” to Solve for: Food, Clothing, Shelter, Healthcare & Transportation Needs
• Customized Recommendations Developed with our "DiNuzzo Money Bucket Stack Analysis" for Your Unique Life & Personal Finances
• Annual (Semi - Annual) Client "Review" Meeting(s)
• Quarterly Contact From Your "Lead" Relationship Wealth Manager
• Rebalancing Transaction Contact From Your Wealth Manager Team
• Ongoing Advice
• Client Services
• Tax Loss Harvesting
• Quarterly Performance Reports
• Continuing Education
• Tax Management
• Chart & Data Updates
• Withdrawal & Deposit Management
• Alternative Investment Evaluations
• Tax Planning & Preparation for DiNuzzo Private Clients (DPC) ($1M+)
• Roth IRA Conversion Analysis for DiNuzzo Private Clients (DPC) ($1M+)