RR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
24 advisors
Number of Clients
330 clients
Average Client Portfolio
$244K average
Assets Under Management
$80.6M
Fee Structure
Minimum Investment:$10K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable for accounts over $1,250,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
DMK charges a fee based on the value of assets under management. All fees, with the exception of Direct Participation and Variable Annuities, are subject to negotiation. Retirement accounts are charged a $35.00 annual fee by the account custodian. DMK accepts accounts valued at a minimum of $10,000.00. This requirement may be waived for “household” accounts.
Areas of Practice
Investment Management
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Advisor Information
Office location
17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558
Get directionsRegulatory History (12)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2019Settled
Customer Dispute
July 2019Settled
Customer Dispute
January 2019Settled
Customer Dispute
December 2018Settled
Customer Dispute
August 2018Settled
Customer Dispute
January 2018Settled
Customer Dispute
July 2016Settled
Customer Dispute
May 2016Settled
Customer Dispute
February 2016Settled
Customer Dispute
May 2015Settled
Customer Dispute
November 2009Settled
Customer Dispute
July 2007Settled
Other Business ActivitiesSells Insurance
Ruben operates as Supreme Financial Group, selling fixed insurance, and property and casualty insurance. He is also a director of Fundaci6n Emilio "Millo" Romero Cuevas Inc., a non-profit organization supporting student athletes.
Employment History
Current Registrations
Dmk Advisor Group, INC.
January 2022 - Present · 4 yrs
Dmk Advisor Group, INC.
March 2020 - Present · 5 yrs 10 mos
Dmk Advisor Group, INC. Broker
March 2020 - Present · 5 yrs 10 mos
Previous Registrations
Dmk Advisor Group, INC.
March 2020 - December 2021 · 1 yr 9 mos
Investacorp Advisory Services INC
March 2015 - March 2018 · 3 yrs
Investacorp, INC.Broker
March 2015 - March 2018 · 3 yrs
UBS Financial Services INC. Broker
April 2009 - December 2014 · 5 yrs 8 mos
UBS Financial Services Incorporated of Puerto RicoBroker
April 2009 - December 2014 · 5 yrs 8 mos
Oriental Financial Services CORP. Broker
April 1998 - March 2009 · 10 yrs 11 mos
PFS Investments INC. Broker
June 1994 - February 1998 · 3 yrs 8 mos
State Registrations3 states
FLPRWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.