Dino Patelis is a registered investment advisor at Amc Wealth Management, LLC, based in Milton, GA, with 24 years of industry experience. Dino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 125 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiated based on overall financial complexity and portfolio size, up to a maximum of 1.00% annually.
Fee Estimator
Location
Milton, GA
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 →Employment History
Current Registrations
Amc Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
American Global Wealth Management, INC.Broker
Cape Investment Advisory, INC.
Kovack Securities INC.Broker
Resource Horizons Group LLCBroker
Investors Capital CORP.Broker
Dempsey Financial Network, INC.Broker
Midsouth Capital, 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.
Exams
More Advisors
- Robert Jamison, CFPJamison Private Wealth Management, INC.
- Joseph Mcguire, CFPCwm, LLC
- Bryan Scott, CFPCambridge Investment Research Advisors, INC.
- Daniel Newberg, CFPBerkeley Capital Partners, LLC
- Erin Martin, CFPMrp Advisors, LLC
- Evan Harbot, CFPWealth Enhancement Advisory Services, LLC