Advisor at DHJJ Financial Advisors
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Firm
DHJJ Financial Advisors
Location
Naperville, IL 60563
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Paul Minta is a CFP® professional with 28 years of experience in financial advising. He has been with Digiovino, Hnilo, Jordan & Johnson Financial Advisors, Ltd. since 1996. He is based in Naperville, IL, and holds Series 63 and Series 65 licenses. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million through a team of eight advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services, and offers integrated access to tax preparation and accounting through an affiliated CPA firm.
Based on DHJJ Financial Advisors
$0 - $250,000: 1.75% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.65% $10,000,000+: 0.50%
$150 to $495 per hour for financial planning depending on complexity and advisor experience; $200 to $400 per hour for additional retirement plan services
Account minimum: $250,000 Minimum fee: $5,000 annual minimum fee for 401(k) Plan clients Fee-only: Investment advisory fees and hourly financial planning fees; no commissions
184 Shuman Boulevard, Suite 200
Naperville, IL 60563
Florida · Illinois
DigioVine, Hnilo, Jordan & Johnson Financial Advisors, Ltd.
1996 - Present (30 years)
Digiovino, Hnilo, Jordan & Johnson, Ltd.
1996 - Present (30 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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