Louis Dworsky is a registered investment advisor at Zermatt Wealth Partners, based in San Diego, CA, with 38 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 127 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zermatt Wealth Partners' investment management fees are based on a percentage of the assets they manage.
- For non-discretionary accounts, the fee ranges from 0.80% to 2.5% per year.
- For discretionary accounts, the fee ranges from 0.80% to 3.0% per year.
These fees include a technology platform fee of up to 0.25%. The investment management fee is calculated by applying different rates to different values of the account. Total fees will be the sum of fees charged for assets under management within all applicable ranges.
Location
2251 San Diego Ave., Suite B-257, San Diego, CA, 92110
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Regulatory 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
Louis has numerous real estate investments and is part owner of a food service company. He also dedicates a few hours per week as CEO of Zermatt Wealth Partners LLC, and minimal time as owner of Hayden Royal Insurance Services, LLC, Advisor Consulting Firm, LLC, and Zermatt Holdings, LLC.
Employment History
Current Registrations
Zermatt Wealth Partners
Previous Registrations
Zermatt Wealth Partners
Hayden Royal
Zermatt Securities LLCBroker
Morse Capital Partners, LLC
Thompson Davis Asset Management
Thompson Davis & CO., INC.Broker
Platinum Wealth Partners, INC.
G.F. Investment Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Wachovia Securities, INC.Broker
Painewebber IncorporatedBroker
Prudential Securities IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Shearson Lehman Hutton INC.Broker
The Robinson-Humphrey Company INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.