Advisor at Roseman Wagner Wealth Management
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Firm
Roseman Wagner Wealth Management
Location
Rocklin, CA 95677
Credentials
Series 65
Industry experience
8 years
Michael Di Dio is a financial advisor at Roseman Wagner Wealth Management with eight years of industry experience. He holds a Series 65 credential and has worked at RWWM, Inc. since 2017, following two years at Dasher, Inc. Outside of his advisory role, he serves as Secretary for the Campania Homeowners Association. Roseman Wagner Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, corporations, charitable organizations, and a pooled private investment vehicle. The firm employs a fundamental, discount-from-value investment approach and manages both individual accounts and a concentrated, non-leveraged pooled vehicle.
Based on Roseman Wagner Wealth Management
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $25,000,000: 0.75% annually $25,000,001 - $50,000,000: 0.65% annually Over $50,000,001+: 0.50% annually
20% carried interest performance allocation from the Fund for qualified investors only; no performance fees charged to other clients.
Account minimum: $1,000,000
4970 Rocklin Rd., Suite 200
Rocklin, CA 95677
California
RWWM, Inc.
2017 - Present (9 years)
Dasher, Inc.
2015 - 2017 (2 years)
DiDio Movies
2011 - 2016 (5 years)
Various
2007 - 2017 (10 years)
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Is active or affiliated with:
Insurance agent
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Fund sponsor
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Broker-dealer / trader
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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.
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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