Dorsey Tyndall is a registered investment advisor at Axxcess Wealth Management, LLC, based in Greenville, NC, with 15 years of industry experience. Dorsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
710 Cromwell Drive, Suite A, Greenville, NC, 27858
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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.
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Dorsey is involved with Lynnbrook Partners, a non-investment related business, and Axxcess Wealth Management, LLC dba Vandalia Wealth as an investment advisory business. Dorsey spends minimal time on these activities.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
Dixon Hughes Goodman Wealth Advisors LLC
Dixon Hughes Goodman Wealth Advisors LLC
Mid-Atlantic 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.