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ChFC
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ChFC

Dwight Dykstra

Alternative Investment Advisors, LLC
43 Years of Experience
Maitland, FL
1 DisclosureSells Insurance
View SEC Summary
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Dwight Dykstra is a ChFC-designated registered investment advisor at Alternative Investment Advisors, LLC, based in Maitland, FL, with 43 years of industry experience. Dwight operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 1,424 clients with $390M in assets under management.

Alternative Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,424 clients
Average Client Portfolio
$271K average
Assets Under Management
$385.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees generally range from 0.25% to 2.50% of assets under management, billed quarterly in advance. Fees are negotiable based on account size, complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

341 N Maitland Avenue, Suite 132, Maitland, FL, 32751

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History

Regulatory History (1)
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Regulatory
October 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Dwight is involved in several business activities, including managing director for Storage Units Alternative Income Fund, investment advisor representative for Alternative Investment Advisors, advisor for Florida Financial Strategies LLC (selling insurance products), investment advisor and managing member for Aegis Wealth Management LLC, co-owner of Dyline Holdings LLC (commercial building), and managing member for Florida Financial Consulting LLC and DKD Holdings LLC. Several of these activities take about a quarter of his time.

Employment History
Current Registrations
Alternative Investment Advisors, LLC
April 2012 - Present · 14 yrs 6 mos
Previous Registrations
Aegis Wealth Management, LLC
March 2016 - February 2021 · 4 yrs 11 mos
Vision Brokerage Services, LLCBroker
May 2013 - July 2019 · 6 yrs 2 mos
Fsc Securities Corporation
December 2006 - August 2011 · 4 yrs 8 mos
Csenge Advisory Group, LLC
July 2005 - June 2011 · 5 yrs 11 mos
Fsc Securities CorporationBroker
December 2004 - August 2011 · 6 yrs 8 mos
Pfg Financial Advisors
July 2004 - May 2005 · 10 mos
Walnut Street Securities, INC.Broker
June 2002 - December 2004 · 2 yrs 6 mos
Prudential Financial Planning Services
September 1997 - June 2002 · 4 yrs 9 mos
The Prudential Insurance Company of AmericaBroker
October 1982 - December 1993 · 11 yrs 2 mos
Pruco Securities CorporationBroker
February 1982 - June 2002 · 20 yrs 4 mos
State Registrations6 states
FLIAMNNESDTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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