Dwight Fulton
Dwight Fulton is a registered investment advisor at Aimcdonnaugh & CO. INC., based in Baldwin, NY, with 14 years of industry experience. Dwight operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 55 clients with $5.9M 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 $250K | 2.50% |
| $250K - $750K | 1.65% |
| $750K - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees negotiable for accounts over $2,000,000. AIM also manages variable annuity products and individual employer-sponsored retirement plans, with fees varying between 0.25% and 1.60%.
Fee Estimator
Location
2425 Grand Ave, Baldwin, NY, 11510
Get directionsHistory
Regulatory History (5)
Financial
August 2017Regulatory
September 2007Customer Dispute
September 2005Customer Dispute
September 2001Customer Dispute
November 1999Other Business Activities
Dwight works as a registered representative for McDonnaugh Securities, LLC, a securities broker-dealer, trading securities. This activity takes up a full-time commitment.
Employment History
Current Registrations
Aimcdonnaugh & CO. INC.
Mcdonnaugh Securities LLCBroker
Mcdonnaugh Securities LLC
Previous Registrations
Global 1 Group Incorporated
Allied Millennial Partners, LLCBroker
Emmett a Larkin Company, INC.Broker
Brookshire Securities CorporationBroker
J.P. Turner & Company, L.L.C.Broker
Emmett a Larkin Company, INC.Broker
Salomon Grey Financial CorporationBroker
Couch & Company, IncorporatedBroker
Barron Chase Securities, INC.Broker
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.