Joe Wylie is a registered investment advisor at Dean Wealth Management, LLC, based in Lindale, TX, with 35 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 102 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees for amounts over $2,000,000 are negotiable. Fees are paid quarterly in advance.
Fee Estimator
Location
17074 Hwy 20 W., Lindale, TX, 75771
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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 Activities
Joe is a CPA since 2003, preparing and reviewing tax returns, conducting tax research and planning, and supervising employees. This takes about 60 hours per month, with 40 hours during trading.
Employment History
Current Registrations
Dean Wealth Management, LLC
Previous Registrations
Trinity Portfolio Advisors, LLC
MML Investors Services, INC.
Gollob, Morgan & Peddy Financial Consultants, LTD.
Sunamerica Securities, INC.
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.
Exams
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