CJ

Casey Shay Jorgensen

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
11 clients
Average Client Portfolio
$788.3M average
Assets Under Management
$8.7B

Fee Structure

DWM offers various programs within its investment platform, charging a platform fee ranging from 0.02% to 0.30% of assets invested. There's also an annual minimum account fee of up to $120. DWM's manager fees for investment models range from 0.20% to 0.50%, with additional platform fees up to 0.48%. Private investments platform fees include a 0-0.50% manager fee, a 1-3% upfront fee, and/or a 0-15% performance fee. Private markets diversified sleeves have a program fee ranging from 0-0.10%.

Areas of Practice
Investment Management
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Advisor Information

Office location

200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701

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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.

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Employment History
Current Registrations
Dynasty Wealth Management, LLC
February 2022 - Present · 3 yrs 11 mos
Dynasty Securities, LLCBroker
January 2022 - Present · 4 yrs
Previous Registrations
Raymond James & Associates, INC.
February 2017 - November 2020 · 3 yrs 9 mos
Raymond James & Associates, INC. Broker
February 2017 - November 2020 · 3 yrs 9 mos
Robert W. Baird & CO. Incorporated
November 2014 - February 2017 · 2 yrs 3 mos
Robert W. Baird & CO. Incorporated Broker
October 2014 - February 2017 · 2 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.