The D'Orazio & Associates, Inc. approach to billing is a combination of the Investment Management with our other financial planning services to calculate a static annual fee. You pay for the work we provide at a price custom-tailored to your financial situation. We are proud to offer a fee-only flat retainer with a transparent billing process. Every quarter you are provided an invoice clearly stating what you are paying for our services.
— WARREN BUFFETT
Fee-Only Flat Retainer
What your contract states is what you pay to us. The flat retainer agreement is the only way our firm is compensated by you. As a result of this fee structure, we mitigate conflicts of interest that may place you in an allocation that does not truly align with your risk tolerance.
Our goal is to build and maintain your wealth, not hinder it. Our goal is to be the most significant financial counselor in your life. Whether you are in the accumulation, preservation, or consumption phases of your wealth life-cycle, we price our services to ensure we remain accessible.
Comparable services may be available from other financial professionals for similar or lower fees. Similarly situated clients may incur varying fees. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.