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Anyone work with "Dentist Advisors?"

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  • Anyone work with "Dentist Advisors?"

    Or know how they charge?

  • #2
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    Our passion is protecting clients and others from predatory advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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    • #3
      I'm not familiar with them, but from their ADV it looks like they charge $495/month for wealth management, and 1.4% asset management fee that scales downwards.  Their principal is also an insurance agent and earn commissions from disability and life insurance products they sell.

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      • #4
        Their principal was a Northwestern Mutual Life salesguy, but apparently doesn’t push insurance policies on investment clients anymore.

        The fees seem too high to me. $2500 initial account setup, $495 per month for financial planning, plus asset under management fees starting at 1.4% per year.

        You really ought to pull their SEC Form ADV and part 2 brochure from Broker Check.


        Asset Breakpoint Levels Quarterly Asset Charge Annual Fee
        First $150,000 0.35% 1.40%
        Next $250,000 0.30% 1.20%
        Next $350,000 0.25% 1.00%
        Next $250,000 0.20% 0.80%
        Next $2,000,000 0.15% 0.60%
        Next $7,000,000 0.13% 0.50%
        Next $15,000,000 0.10% 0.40%
        Next $25,000,000 Negotiable Negotiable
        (and above)

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        • #5




          Their principal was a Northwestern Mutual Life salesguy, but apparently doesn’t push insurance policies on investment clients anymore.

          The fees seem too high to me. $2500 initial account setup, $495 per month for financial planning, plus asset under management fees starting at 1.4% per year.

          You really ought to pull their SEC Form ADV and part 2 brochure from Broker Check.

          Asset Breakpoint Levels Quarterly Asset Charge Annual Fee
          First $150,000 0.35% 1.40%
          Next $250,000 0.30% 1.20%
          Next $350,000 0.25% 1.00%
          Next $250,000 0.20% 0.80%
          Next $2,000,000 0.15% 0.60%
          Next $7,000,000 0.13% 0.50%
          Next $15,000,000 0.10% 0.40%
          Next $25,000,000 Negotiable Negotiable
          (and above)
          Click to expand...


          Nice, didn't know about this one.

          https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=149559

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