TW

Thomas Conrad Woolwine

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
16 clients
Average Client Portfolio
$11.6M average
Assets Under Management
$185.3M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$50,000

DMS charges fees as a percentage of assets under management (AUM) or as a flat fixed fee. AUM fees may range from 0.05% to 0.70% annually. DMS may negotiate a flat fixed fee with clients for investment services, dependent upon the value of the client’s assets under advisement, complexity of portfolio, travel required, number of meetings per year, and various other relevant factors. There is a minimum annual fee of $50,000 per client for DMS services. Fees and minimums are negotiable.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

6700 Antioch Road, Suite 420, Merriam, KS, 66204

Get directions
Regulatory 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
Demarche
December 2018 - Present · 7 yrs 1 mo
Demarche
March 1995 - Present · 30 yrs 10 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.