Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
Advisor Information
Office location
4755 East Bay Drive, Clearwater, FL, 33764
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 Activities
Gavin works as an independent contractor for Lion Street Financial, LLC, assisting with third-party relationships on behalf of the RIA. This activity takes about a quarter of Gavin's time during securities trading hours.