Dean Wolpert
Dean Wolpert is a registered investment advisor at Intrua Financial, based in Fayetteville, TX, with 41 years of industry experience. Dean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 3,380 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fees are based on the amount of money invested and will not exceed 2.50%. Fees are negotiable depending on certain circumstances.
Fee Estimator
Location
Fayetteville, TX
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2011Customer Dispute
July 2005Criminal
July 1991Other Business Activities
Dean is affiliated with Intrua Financial, offering services through LPL Financial, and Wolpert Financial Group, Inc. He spends about half his time with Intrua Financial as a Registered Investment Advisor Hybrid.
Employment History
Current Registrations
Intrua Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Wells Fargo Securities INC.Broker
First Interstate Investments,inc.Broker
Essex National Securities, INC.Broker
Gna Securities, INC.Broker
Rotan Mosle INC.Broker
Nel Equity Services CorporationBroker
State Registrations21 states
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.