Lisa Dimter is a registered investment advisor at Nordwand Advisors, based in Radnor, PA, with 27 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67 clients with $4.2B 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 | 1.50% |
Fees are negotiable up to 1.50%.
Fee Estimator
Location
150 N. Radnor Chester Rd, Suite A270, Radnor, PA, 19087
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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 →Employment History
Current Registrations
Nordwand Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Deutsche Bank Securities INC.Broker
Credit Suisse First Boston LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Painewebber IncorporatedBroker
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.