James Dew is a CFP, ChFC-designated registered investment advisor at Dew Wealth Management, based in Scottsdale, AZ, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 7 more. Their firm serves 246 clients with $460M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Schedule reflects the Maintenance Mode tier structure. Investment management is also available through other advisory programs with asset-based rates ranging from 0.30% to 0.40%.
Fee Estimator
Location
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260
Get directionsHistory
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
James is a licensed insurance agent, but only collects trail commissions on prior sales and does not engage in new commission-based sales. He also serves as an independent trustee, dedicating a few hours per week to managing trust assets.
Employment History
Current Registrations
Dew Wealth Management
State Registrations2 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.
Exams
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