RM
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
Loading...
Advisor Information
Office location
17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dmk Advisor Group, INC. Broker
May 2024 - Present · 1 yr 8 mos
Dmk Advisor Group, INC.
May 2024 - Present · 1 yr 8 mos
Dmk Advisor Group, INC.
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Tcwp LLC
June 2020 - March 2023 · 2 yrs 9 mos
Starwood Capital, L.L.C.Broker
February 2019 - November 2019 · 9 mos
Principal Funds Distributor, INC.Broker
November 2014 - December 2018 · 4 yrs 1 mo
Alps Distributors, INC.Broker
April 2014 - November 2014 · 7 mos
Allianz Global Investors Distributors LLCBroker
January 2011 - January 2014 · 3 yrs
Lincoln Financial Distributors, INC.Broker
December 2009 - January 2011 · 1 yr 1 mo
AXA Distributors, LLCBroker
May 2006 - November 2009 · 3 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2006 - May 2006 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2005 - May 2006 · 8 mos
Metlife Investors Distribution CompanyBroker
December 2004 - January 2005 · 1 mo
Metlife Investors Distribution CompanyBroker
February 2002 - December 2004 · 2 yrs 10 mos
Robert W. Baird & CO. Incorporated Broker
March 2001 - February 2002 · 11 mos
Equitable Distributors, INC.Broker
April 1998 - March 2001 · 2 yrs 11 mos
Metlife Securities INC.Broker
June 1997 - January 1998 · 7 mos
Metropolitan Life Insurance CompanyBroker
June 1997 - January 1998 · 7 mos
Prime Charter Ltd.Broker
March 1995 - June 1996 · 1 yr 3 mos
State Registrations4 states
FLNCOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.