Firm
Daniels D'Amelio Investment Management Group LLC.
Jupiter, Florida
Fee-only
Daniels D'Amelio Investment Management Group LLC. at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 67 individual clients, 33 of them high net worth.
- Its average account is about $355,000 (assets it manages divided by its 143 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Jupiter, Florida |
|---|---|
| Website | ddimg.org |
| Phone | (561) 972-7797 |
Daniels D'Amelio Investment Management Group LLC. fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"If you have at least $1,000,000 of combined investable assets, call us for a consultation." source
"We do not charge a separate financial planning fee for clients that meet our minimum AUM criteria." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 34 |
| High-net-worth clients | 33 |
| Accounts managed | 143 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-115057) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 301456 |