Featured Business Financial Advisor in Wilmington, DE
Wilmington Financial Advisors
Schiavi + Dattani
2710 Centerville Road, Suite 201
Wilmington, DE 19808
(302) 994-4444
“To be the ultimate resource for trusted financial advice.”
Advisor Profile
RAVI DATTANI
Name:  RAVI DATTANI
Phone Number:  (302) 994-4444
Website:  Visit Website

About Schiavi + Dattani

As Delaware’s first Fee-Only financial planning and investment
advisory firm, we have always served our clients on a fiduciary
basis.

Unlike representatives from banks, brokerages, and insurance
companies, we are exclusively Fee-Only. Our advisors receive no
commissions, bonuses, trips, or rewards, when making specific
investment recommendations, leaving us free to recommend only
those strategies we believe are in your best interest.

The reputation of our firm for excellence and care continues to
grow. We do not compensate other professionals for referrals. If
you are referred to us from a trusted lawyer or CPA, you can be
assured it is because that professional believes we will meet
your needs.
 

General Information

CRD#:    2884960
Name of Custodial Firm:    Fidelity Investments
States Licensed in:    N/A
States Willing to do Business in:   
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    18
 

Services

Investment Types:    Options & Futures, Bonds, Stocks, Alternative Investments, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA)
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
 

Firm Information

Firm's Number of Clients:    160
Firm's Number of Planning Clients:    158
Firm's Number of Managed Clients:    160
Assets Managed by Firm:    $360,000,000
Assets Managed by Advisor:    $360,000,000
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $1,000,000
Compensation Methods:    Based on Assets
Additional Details on Charges:    .8% on first $1M
.7% on 2nd $1M
.6% on 3rd $1M
.5% on 4th $1M
.4% on $4M+
Minimum Fee Charged for Managed Accounts:    $5,000
 
 
 
Prepared By: RAVI DATTANI

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