Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dew Wealth Management offers several service packages with fixed monthly or annual fees: Family Office Assessment (negotiable fixed fee), FFO Essentials ($15,000), Wealth Builder ($24,000/year), Wealth Accelerator ($6,000/month), Virtual Family Office ($12,000/month), and Maintenance Mode ($1,000/month). Investment management services, when added to these packages, incur an additional asset-based annual fee (0.30% to 0.40%). Standalone financial planning and consulting fees range from $1,000 to $20,000 on a fixed fee basis, or $300 to $750 per hour. Fees are subject to CPI-U adjustments.
Areas of Practice
Advisor Information
Office location
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260
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.
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Carter is the head film critic for Film Junkie Reviews, a podcast, since 2014, dedicating a few hours per week. Carter is also a member of No Friends at Dusk, buying and selling used watches, dedicating minimal time to this activity.