Advisor at Truist Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Saint Augustine, FL 32086
Credentials
Series 63, Series 66
Industry experience
34 years
Dean Mandanici is a financial advisor with Truist Advisory Services in Saint Augustine, FL. He holds Series 63 and Series 66 designations and has 34 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and Suntrust Advisory Services, Inc. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.
Based on Truist Advisory Services
Based on Truist Advisory Services
$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%
Account minimum: $100,000 Minimum fee: Plan Sponsor Services annual base fee of $2,500 for newly established plans Fee-only: Investment consulting fees can be fixed dollar or percentage of assets, negotiable
4600 Us Highway 1 S
Saint Augustine, FL 32086
Florida · Texas
Suntrust Advisory Services, Inc.
2020 - Present (6 years)
Suntrust Investment Services, Inc.
2020 - Present (6 years)
U.S. Bancorp investments, Inc.
2012 - 2020 (8 years)
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Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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