Dino Presta
Advisor at EVT Financial Advisors
Updated today
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.
Credentials
None foundExperience Industry experience
14 years
Location
Remote
EVT Financial Advisors
Supported
Total advisors
1Clients per advisor
124 Very HighAvg AUM per client
$4,023,605 Very HighHNW client ratio
66% Very HighAbout
Dino Presta is a financial advisor at EVT Financial Advisors with 13 years of industry experience. He has been with EVT Financial Advisors since 2011. EVT Financial Advisors AG is an SEC-registered investment adviser serving individual clients, high-net-worth individuals, trusts, foundations, and companies. The firm manages approximately $400 million across about 121 client accounts, employing a disciplined investment process that combines quantitative tools with fundamental credit research and offers customizable strategies tailored to client objectives.
Expertise
Based on EVT Financial Advisors
Passive / index investing
Active portfolio management
Private / alternative investments
Real estate investing
Fee options
$0+: 0.9% to 1.4% annually depending on investment strategy $0+: Fee negotiable for nondiscretionary investment advice, capped at 1.4% annually
Performance-based fees may be charged upon request or for qualified clients, calculated annually based on prior year performance
Account minimum: $500,000 Minimum fee: CHF 2,500 annually or equivalent in foreign currency Fee-only: Fee-only investment adviser; no undisclosed third-party remuneration
Most active in
Dino P has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
14 years of industry experience
EVT Financial Advisors
2011 - Present • 15 years
Zurich
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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