Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BDT charges a one-time financial planning fee of up to 1.5% of gross annual income, negotiable based on plan complexity. Ongoing wealth management services are billed up to 3% of gross annual income, paid quarterly in arrears. BDT directs clients to third-party investment advisers like Howard Capital Management, American Trust, 401GO, and Sonnet, LLC, with advisory fees up to 2.20% or 1.90% of assets under management, shared equally between BDT and the third-party adviser. These advisory fees are generally negotiable.
Areas of Practice
Advisor Information
Office location
2615 East 24th Street, Suite 2, Yuma, AZ, 85365
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
Sandi is a licensed independent insurance agent selling health and life insurance since January 2023, dedicating minimal time to this activity. She is also an owner and manager of Prohamer, LLC and a trustee of a trust, both requiring minimal time.