Advisor at DiBenedetto & Associates Ltd
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Firm
DiBenedetto & Associates Ltd
Location
Loves Park, IL 61111
Credentials
Series 63, Series 65
Industry experience
9 years
Jeffrey Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2004. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with customized, diversified asset allocations, combining actively managed mutual funds with individual stocks, bonds, CDs, and REITs.
Based on DiBenedetto & Associates Ltd
Based on DiBenedetto & Associates Ltd
Flat dollar fee negotiated between advisor and client, charged quarterly, independent of AUM.
$0 - $499,999.99: 1.25% annual rate $500,000.00 - $999,999: 1.00% annual rate $1,000,000.00+: less than 1% annual rate
Commissions on insurance products sold; insurance assets excluded from assets under management and fees.
Account minimum: $500,000
4920 Forest Hills Road
Loves Park, IL 61111
Illinois
DiBenedetto & Associates Ltd
2004 - Present (22 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.
CFP®, Series 63, Series 65
Loves Park, IL
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Bates Financial Advisors, Inc.
Series 63, Series 65
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DiBenedetto & Associates Ltd
Series 63, Series 65
Rockford, IL
Bates Financial Advisors, Inc.
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