Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FDW charges fixed fees for financial planning, typically ranging from $2,500 to $5,000, but can vary based on complexity. The hourly rate for specific financial planning services is $200. For investment management, fees are negotiable, with a maximum annual advisory fee of 2.5% of managed accounts. Clients also pay transaction charges to the broker/dealer, not FDW. Minimum account size is $10,000, but may be waived.
Areas of Practice
Advisor Information
Office location
8500 Station Street, Suite 235, Mentor, OH, 44060
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Salvatore is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2020, dedicating a few hours per week. He is also the owner of Lakepointe Advisors, LLC, a financial services business, taking nearly full-time.