Advisor at DDO Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DDO Advisory Services, LLC
Location
Rhinebeck, NY 12572
Credentials
CFP®, Series 66
Industry experience
16 years
Daniel D'ordine is a CFP® professional with 16 years of experience in the financial advisory industry, operating through his firm, DDO Advisory Services, LLC, since 2010. He is also a licensed insurance broker specializing in life, disability, and long-term care policies. DDO Advisory Services provides financial planning and fee-based investment management to individuals, families, working professionals, small business owners, retirees, and trusts. The firm primarily uses pooled investments such as mutual funds and ETFs, generally offers non-discretionary investment advice, and may engage third-party managers for specialized strategies with client oversight.
Based on DDO Advisory Services, LLC
Based on DDO Advisory Services, LLC
Based on DDO Advisory Services, LLC
Flat fee financial planning engagements such as $1,500 for a financial plan.
$1 - $250,000: 2.50% (Total Maximum Annual Fee) $250,001 - $1,000,000: 2.30% (Total Maximum Annual Fee) $1,000,001 - $2,000,000: 2.20% (Total Maximum Annual Fee) $2,000,001 - $4,000,000: 1.95% (Total Maximum Annual Fee) Above $4,000,000+: 1.75% (Total Maximum Annual Fee)
$300 per hour for financial planning services; negotiable.
Fee-only: Investment management and advisory fees based on asset tiers as shown above; negotiable.
6369 Mill Street, Suite 209
Rhinebeck, NY 12572
New York
DDO Advisory Services, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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