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David Alfred Dietz

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
671 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$710.7M

Fee Structure

Rovin Capital charges a fixed annual fee for financial planning and advisory services, ranging from $150 to $2,200 per month, depending on the scope and complexity of the services. For portfolio management, fees are based on assets under management, ranging from 0.25% to 2.5% annually, billed quarterly. All fees are negotiable. The firm also manages private funds (Rovin Capital Strategic Debt Fund I, LLC and Rovin Capital Strategic Real Estate Fund, LLC) with fees as described in the relevant Governing Documents.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

1910 S. Stapley Dr., Suite 119, Mesa, AZ, 85204

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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
Rovin Capital
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Midas Financial
May 2014 - December 2021 · 7 yrs 7 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
David Alfred Dietz - Financial Advisor | AdvisorDiscover